Sales by Department Report window

SalesCS > Sales > Reporting menu > Sales by Department Report window

This report shows the invoices/receipts for sales by department for a specified range of invoices/receipts, batch numbers or registers, and date ranges. You can run this report for posted or unposted transactions.

Include

Use the check boxes to specify the module(s) to include in the report. The default selection is the check box corresponding to the module from which this window was opened.

Orders

Select this check box to include transaction information posted from Order Entry.

Select this check box to include transaction information posted from Point of Sale.

Include Voids

Select this check box to include voided transactions on the report.

Transaction Type

• Posted (default): select this option to see transactions that have already posted to history.

• Unposted: select this option to see only current, unposted information on the report.

Report Type

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

• Detailed (default): the Detailed report will show the Department Code, description, customer number, invoice number, transaction date, sales for the current period, next period, and year-to-date for each transaction.

• Condensed: the Condensed report shows the Department Code, description, and sales amounts for the current period, next period, and year-to-date.

• Summary: the Summary report shows totals for all departments combined for current period, next period, and year-to-date.

Subtotals

This option is only available if you select either Detailed or Condensed in the Report Type drop-down list. The report can be subtotaled by Module, Salesperson, or None.

Select the method by which you want the report subtotaled from the drop-down list. NONE is the default option, which means that there will be no subtotals on the report.

Start and End Ranges: Order Batch, Sales Register, Sales Department, Invoice/Receipt Date, and Invoice/Receipt Number

The options available will depend on the type of sales you chose to include on the report. Enter the starting and ending values to include in the report. To report for a single variable, enter the same value in both the Start and End boxes. To print for all transactions that meet the remaining criteria in the window, leave the defaults in the Start and End boxes.

The default for the Invoice/Receipt Date Start box is the first date of the fiscal calendar, and the default for the Invoice/Receipt Date End box is the current system date. The defaults for all the other Start and End boxes are Start and End.

Date Range

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