Fastbase

Go to Reports -> Sales -> Customer Sales Analysis Report.

This report is designed to cover almost all sales reporting requirements. The report has many options which make it very flexible. Below is a detailed description of each option (some common reports are described below to help you better understand how these options work).

Selected Customers:
Select a customer or customers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing.

Selected Products:
Select a product or products to report on. The default is "All Products". See Selecting Accounts for Reports & Processing.

Period Start/End Date:
Enter the date range to report. This will be treated as the selected period. If you select to print YTD or LYTD figures (see "Report Columns") the computer will work out the dates automatically.

Customer Sequence:
You can sort the report by customer name or customer number. You can also sort and group the report by salesperson, branch, area, operator or customer type.

Detail Required:
You can print anything from a summary report (no customer details, just sales totals) to detail including individual line items.
0, None (summary); this gives totals only. If sorting the report then one line will print for each main group.
1, One line per customer; this shows 1 line per customer (ie: totals for each customer).
2, Detail by Invoice; this shows 1 line per invoice, with headings for each customer.
3, Detail by Product Type; this shows a line for each product type sold to each customer, with headings for each customer.
4, Detail by Part; this shows a line for each part sold to each customer, with headings for each customer.
5, Detail by Line Item, sorted by Invoice; this shows every line item sold to each customer with details including part, invoice, date etc (sorted into invoice no. order for each customer).
6, Detail by Line Item, sorted by Part; this shows every line item sold to each customer with details including part, invoice, date etc (sorted into part number order for each customer).

Report Columns:
You can specify what periods to print figures for. The default is the selected period only. You can also print the YTD figures or LYTD figures. You can also specify a date range covering several months and have the system produce one set of columns for each month.

Include COS/Profit?:
Enter "Yes" if you want to print the cost, profit and profit% columns.

Include Qty Sold?:
Enter "Yes" to print the quantity sold.

Include Unit Prices?:
Enter "Yes" to print the unit cost and unit sell prices. This option can only be selected when the "Detail Required" option is set to "detail by line item".

Include Docs/Avg?:
Enter "Yes" to report the number of dockets (invoices & credits) and the average value. This option can only be selected when the "Detail Required" level is "None (summary only)" or "One line per Customer".

Print Budgets?:
This option can only be selected if the "Customer Sequence" is either Branch, Area, Salesperson or Customer Type and the "Detail Required" is set to "None (summary only)". The budget figures can be entered as follows:
Utilities - Areas
Utilities - Branches
Utilities - Codes
Customer Types

Print Commissions?:
This option can only be selected if the "Customer Sequence" is set to Salesperson.
See Utilities - Codes for details about entering salesperson commissions.

Pagebreaks?:
Enter "Yes" to start each new section on a new page. This applies when the "Customer Sequence" option is set to salesperson, branch, area, operator or customer type.

Output Device:
Select the output device for the report. See Creating Reports - General Comments for details.

Run Report.

Fastbase Accounting System - Online Manual Customer Sales Analysis Report	Document 103211/1 Entered Thu, 22 May 2003 14:09 by Peter Campbell Updated Tue, 12 Jul 2005 15:24 Previous
Go to Reports -> Sales -> Customer Sales Analysis Report. This report is designed to cover almost all sales reporting requirements. The report has many options which make it very flexible. Below is a detailed description of each option (some common reports are described below to help you better understand how these options work). Selected Customers: Select a customer or customers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing. Selected Products: Select a product or products to report on. The default is "All Products". See Selecting Accounts for Reports & Processing. Period Start/End Date: Enter the date range to report. This will be treated as the selected period. If you select to print YTD or LYTD figures (see "Report Columns") the computer will work out the dates automatically. Customer Sequence: You can sort the report by customer name or customer number. You can also sort and group the report by salesperson, branch, area, operator or customer type. Detail Required: You can print anything from a summary report (no customer details, just sales totals) to detail including individual line items. 0, None (summary); this gives totals only. If sorting the report then one line will print for each main group. 1, One line per customer; this shows 1 line per customer (ie: totals for each customer). 2, Detail by Invoice; this shows 1 line per invoice, with headings for each customer. 3, Detail by Product Type; this shows a line for each product type sold to each customer, with headings for each customer. 4, Detail by Part; this shows a line for each part sold to each customer, with headings for each customer. 5, Detail by Line Item, sorted by Invoice; this shows every line item sold to each customer with details including part, invoice, date etc (sorted into invoice no. order for each customer). 6, Detail by Line Item, sorted by Part; this shows every line item sold to each customer with details including part, invoice, date etc (sorted into part number order for each customer). Report Columns: You can specify what periods to print figures for. The default is the selected period only. You can also print the YTD figures or LYTD figures. You can also specify a date range covering several months and have the system produce one set of columns for each month. Include COS/Profit?: Enter "Yes" if you want to print the cost, profit and profit% columns. Include Qty Sold?: Enter "Yes" to print the quantity sold. Include Unit Prices?: Enter "Yes" to print the unit cost and unit sell prices. This option can only be selected when the "Detail Required" option is set to "detail by line item". Include Docs/Avg?: Enter "Yes" to report the number of dockets (invoices & credits) and the average value. This option can only be selected when the "Detail Required" level is "None (summary only)" or "One line per Customer". Print Budgets?: This option can only be selected if the "Customer Sequence" is either Branch, Area, Salesperson or Customer Type and the "Detail Required" is set to "None (summary only)". The budget figures can be entered as follows: Utilities - Areas Utilities - Branches Utilities - Codes Customer Types Print Commissions?: This option can only be selected if the "Customer Sequence" is set to Salesperson. See Utilities - Codes for details about entering salesperson commissions. Pagebreaks?: Enter "Yes" to start each new section on a new page. This applies when the "Customer Sequence" option is set to salesperson, branch, area, operator or customer type. Output Device: Select the output device for the report. See Creating Reports - General Comments for details. Run Report. More Options Print Credits Only?: Enter "Yes" to report credits only, this can be used to help analyse credit note details by customer.
Common Reporting Options	Document 103211/2 Updated Wed, 28 Jan 2004 09:59
To print a standard customer sales report do not change any options, simply select "Run Report". To print a salesperson analysis report change the "Customer Sequence" option to "Salesperson". Set the "Detail Required" option as required, setting it to "None (summary only)" will produce a one page report with 1 line for each salesperson. To print a salesperson commission report to the above then set the "Print Commissions?" option to Yes. To print a report showing all customers sales over a 12 month period in a spreadsheet form set the "Report Columns" option to "One set of columns per month". Set the "Include COS/Profit?" option to "No" to remove those extra columns. This report could be sent to a spreadsheet (like Excel) by setting the "Output Device" option to "Export". See Creating Reports - General Comments for details. Many other reports can be created, experiment with all the options to get the best results. Additional Notes This report includes the Saved Reports feature.

More Options

Additional Notes