Advanced Sales Analysis Report

This report presents Pay, Bill and Gross Margin information for transactions that have been posted within the specified date range. Branch security is applied based on the branch type selected for the report.

This report has a parallel report named Sales Analysis and can be found in the System Reports > Management Financials folder.

Accessing the Report

Reporting > Reporting & Analytics > System Reports > Management Financials > Advanced Sales Analysis Report.

Preparing to Run the Report

  1. On the Sales Analysis Report window, use the droplist to select the Corporation for which you want Sales Analysis information. This is required.
  2. In the Branch Name field, use the droplist to select the branch for which you want Sales Analysis information. This is optional. If you wish to see all branches, leave the field at --Select--.
  3. In the Branch Type field, use the Code Selection icon to determine whether you want the branch to be based on the Company, Employee or Order. This is required.
  4. In the Sales Posting Date From and To fields, enter a date range for the report. This is required.
  5. In the Division, Company, Recruiter and Account Manager fields, enter appropriate data to further filer the information on the report. All four fields are optional.
  6. In the Transactions to Include field, use the Code Selection icon to select All transactions, Non-Supplier transactions or Supplier transactions. This is required.
  7. In the Report Type field, use the Code Selection icon to determine whether you want a detailed or summary report. This is required.
  8. In the Display Type field, use the Code Selection icon to determine whether you want to see the Invoice Date/Number, the Sales Posting Date or the Work Period End Date.
  9. In the Group fields, use the Code Selection icons to determine the grouping and totaling of transactions on the report. You can group and total by up to 5 levels. Group 1 is the main grouping. Group 2 is its sub-group. Group 3 is the sub-group of Group 2 and so on. You may group by AR Company, Account Manager, Company, Company Branch, Corporation, Division, Employee Branch, Job Category, Order Branch and/or Recruiter.
  10. When you are satisfied with your selections, click Confirm to run the report or Export to Excel to create an Excel spreadsheet.

The Reports

The Summary Report displays the Company, Branch, Sales Posting Date (or whatever Display Type you select), Account Manager, Recruiter, Pay Amount, Bill Amount, Burden Amount, Margin Amount, Margin % and Markup % for each timecard. It is called a summary report because the timecard Pay and Bill amounts are summarized. Totals are given based on the grouping selected.

The Detailed Report displays the same information as the Summary Report. In addition, it also displays the PayBill Code, Pay Hours, Pay Rate, Bill Hours and Bill Rate. Unlike the Summary Report which summarizes all transactions on a timecard, the Detailed report breaks it down by PayBill Code. Totals are given based on the grouping selected.