Sales History Report window: Report Options tab

SalesCS > Sales > Reporting menu > Sales History Report window > Sales History Report window: Report Options tab

Use the options on this tab to define the report criteria.

Include

Use the check boxes to specify the type(s) of transactions to include in the report.

Orders

Select this check box to include transaction information entered in the Sales Order Entry window.

Select this check box to include transaction information entered in the Sales POS Register window.

Job Cost

Select this check box to include transactions entered in the Sales Order Entry window from Job Cost.

Report Type

Select the level of detail to include in the report, Detailed, Condensed, Summary, or Detailed with Notes:

• Detailed (default): the Detailed report includes transaction information for each level of sort and filter.

• Condensed: the Condensed report will show subtotals for each level of sort and filter.

• Summary: the Summary report will show only report totals, with no subtotal levels.

• Detailed with Notes: this option shows the same as the Detailed option, but also includes any transaction notes in the report.

Subtotals

This option is only available if you selected either Detailed or Condensed from the Report Type drop-down list. To have the report subtotaled by module, select Module from the drop-down list. Select None if you don’t want subtotals.

Line Type

Specify the Line Type(s) to include in the report by selecting the appropriate check boxes. The line types available are All, Inventory, Non-Inventory, Special Order, Comment Line, and Deleted.

Start and End Range: Date

Enter the starting and ending transaction dates that you want to include in the report. The default for the Start Date is the first day of the fiscal calendar, and the default for the End Date is the current System Date.

Include

Specify which items to include in the report by selecting the items from the drop-down lists in the Include portion of the window. For each item selected, enter a starting and ending value, or leave the defaults of Start and End to include all transactions that meet the remaining criteria in the window. The default for the first Include field is Customer Number.

The exception to this is if you have selected Detailed with Notes in the Report Type drop-down list, then the first Include field is set to Invoice Number and cannot be changed.

Exclude

To exclude specific items from a selected field, specify a starting and ending range to the right of the item name in the Exclude portion of the screen. The field names will match those you selected in the Include section of the window, and the default for each of the Exclude boxes is None, meaning that none of the records will be excluded by default.

Date Range

From the drop-down, select a predefined period to run the report for.