Sales Profit Margin Report window: Report Options tab

SalesCS > Sales > Reporting menu > Sales Profit Margin Report window > Sales Profit Margin Report window: Report Options tab

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

Include

Use these check boxes to specify the type(s) of transaction 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, or Summary:

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

• 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.

Subtotals

This option is only available if you selected Detailed or Condensed from the Report Type drop-down list. To have the report subtotaled by module, select Module from the drop-down list. None is default option, which will not provide 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, and Special Order.

Start and End Range: Date

Enter the starting and ending dates of the transactions that you want to include in the report.

Date Range

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

Include

From the drop-down lists, select the items you want to include in the report. 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.

Exclude

From the drop-down lists, select the items you want to exclude from the report. For each item selected, enter a starting and ending value, or leave the defaults of Start and End to exclude all transactions that meet the remaining criteria in the window. 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.

Use a custom report

This check box is only available if you defined a custom report for this window in Controller. Select this check box if you want to run a custom report instead of the default report. The drop-down is enabled after you select the check box and you can choose the custom report you want to run.