3. Double-click Customer Sales By Date from the list of reports.
4. You can run the report for a range of account codes, or individually
selected customers, or include selection criteria to search for a specific
group of accounts. To include a range, type the first and last accounts to
be included in the From Account and To Account fields. You can use
the icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click here for instructions on using the
account search facility.
5. Select a Period Number from the drop down list, this will load a start and end date into their respective input boxes. Edit the Start Date and End Date if you wish.
6. Select the Report Type you want to print. Order Details will print details
of every order number for each cost centre, Product Details shows every
product bought by each cost centre and Summary will simply show a total
figure per cost centre.
7. If
you selected the Product Details Report Type you may also
select whether the report should show Contract, Non Contract or All Products.
8. Click the Print button.
9. Select where you want to send the report output to from the Send To
options.(more info).
10. Click Ok.
Click here to view an example of the Cost Centre Analysis report. This is the
Summary version. Click here to view an example of the Order Details version.
Click here to view an example of the Product Details version.
icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click
here for instructions on using the
account search facility.
