Yearly and Current Sales by Branch

The Yearly and Current Sales by Branch report sets out sales totals, based on billable charge records and transactions, broken down by branch.

Running the Report

  1. From your Bullhorn Menu, select Canvas.

  2. Select Run beside the Yearly and Current Sales by Branch Report.

  3. Fill out the following criteria:

    • Branch Source: Job owner or candidate owner.

    • Transaction Date (optional): Date range based on transactions.

    • Period End Date (optional): Date range based on period end dates.

  4. Select Next.

  5. The Branch field is now available as an optional setting to narrow down results to specific branches.

  6. Select Finish.

When you run the report, two tabs will be available:

  • Yearly:Shows sales totals in yearly amounts. The previous 3 years are displayed.

    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: Shows sales broken down by dates entered in the Period end date and Transaction date filters.

    Data Item in Report Definition
    Branch The branch being considered
    Sales Sales amount over the dates chosen

Exporting to Excel

Depending on the amount of data, it may be easier to view the report via Excel. Follow these steps to export your report to Excel:

  1. From the HTML drop down button in the top right corner, click View in Excel Options > View in Excel 2007 Format.

    The Excel format you choose can be based on personal preference. We recommend using View in Excel 2007 Format to maintain the same format that you see in Bullhorn Reporting (Canvas) and/or if you plan to use standard Excel functions (pivot, sort, etc).

  2. The request will process and a pop up stating "Your report is ready and will download to your Web browser in a few moments" will appear.

  3. When prompted, Save the report to your computer.

Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort and pivot the data.