This report allows you to display monthly sales figures for accounts and has
the option to compare the last 12 or 24 months.
1. Choose Gx SOP from the toolbar.
2. Select Reports on the menu.
3. Double-click Customer Sales Month By Month Comparisons from the
list of reports.
4. Select an option from the Report Type radio buttons to specify the type
of customer breakdown you want on the report, e.g. by rep, market class.
5. Enter the Ranges required within your chosen options. Tick the Print Summary option if you wish to see this period and year to date figures rather than period by period figures. Note that when you have ticked this you may change the Period Number that the report uses from the drop down list.
For Report Types other than Customer Account Sales you may choose to tick Include Customers, this will show individual customers rather than just totals per rep, market class etc.
7. Make your choices from the Sort Options, Sort Report By and Sequence By options to determine how the selected data will be
displayed on the report.
8. Select the number of Top items to include on the report if you do not
wish to include all records.
9. Untick the Include Comparisons? check-box if you only want the report
to include this years figures, otherwise it will also include last years sales
figures which produces a long report.
10. Click the Print button.
11. Select where you want to send the report output to from the Send To
options.(more info)
12. Click Ok.
Click here
to view an example page from the Customer Sales Month By
Month Comparison report. This example has not included last years figures. Click
here
to view an example of the report with Print Summary ticked.