Yearly and Current Sales by Branch
Overview
The Yearly and Current Sales by Branch report sets out sales totals, based on billable charge records and transactions, broken down by branch.
Before running this report, you are prompted to select the following filters:
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Branch Source (mandatory) - Job owner or candidate owner.
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PLEASE NOTE: The Branch source filter also allows a value of ‘BTE Branch’. This does not currently work, but has been included for easier implementation in due course.
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Branch (optional) - use this to narrow down results to specific branches.
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Transaction date (optional)
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Period end date (optional)
Fields in report
When you run the report, two tabs will be available:
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Yearly tab - Shows sales totals in yearly amounts. The previous 3 years are displayed.
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Current Dates - Shows sales broken down by dates entered in the Period end date and Transaction date filters.
Yearly
| Data item in report | Definition |
| Branch | The branches that are being considered in the report will be displayed here |
| Total Amount | Total Sales for all years shown |
| Year 1 (e.g. 2019) | Sales for that calendar year will be displayed |
| Year 2 (e.g. 2020) | Sales for that calendar year will be displayed |
| Year 3 (e.g. 2023) | Sales for that calendar year will be displayed |
Current Dates
| Data item in report | Definition |
| Branch | The branch being considered |
| Sales | Sales amount over the dates chosen |