Customer Sales Analysis

Window Details		How Do I...
	Navigation		Create a Report Setting
	Overview		Print a Report, Listing, or Form
	Fields		E-mail, Fax, or Print a Report as a PDF
	Report Sample		Enter Multiple Values Using Separators

Related Topics
	Sales Analysis by Salesperson	Accounts Receivable Options
	Fiscal Year Maintenance

Navigation

Select Accounts Receivable Reports menu > Customer Sales Analysis.

Overview

Use Customer Sales Analysis to obtain a comprehensive recap of total sales, cost of goods sold, profit percentages, cash received, and finance charges. The total number of invoices and finance charges issued to each customer is also itemized. Use information detailed in this report to compare sales activity by customer for any fiscal year and period defined, as well as by period-to-date, year-to-date, and prior-year data. Sales amount percent-of-total figures are printed only if the report is being ranked by period-to-date, year-to-date, or prior-year sales. The percentage shown represents the percentage of the total receivables each customer's sales represents. If you have created divisions, divisional totals are also provided.

Printing the Customer Sales Analysis report by salesperson reflects the customer sales, sorted by the default salesperson for each customer. The Sales Analysis by Salesperson report provides accurate information by the actual salesperson assigned to each invoice.

You can enter a selection of customer numbers and names, salespersons, customer types, states, ZIP Codes, sort fields, period-to-date sales, year-to-date sales, prior-year sales, and user-defined fields (UDFs) to print.

Note If the Enable Bill To Customer Reporting check box is selected and Bill To and Sold To Customers is selected in the Track Customer Sales History in Accounts Receivable By field in Accounts Receivable Options, a message appears stating that the sales information will be overstated when printing the report for both the bill-to and sold-to customers.

Fields

Report Setting	Accounting Period
Description	Print Period to Date Data
Type	Print Year to Date Data
Default Report	Print Prior Year Data
Print Report Settings	Operand
Three Hole Punch	Value
Number of Copies	Printer/Output
Collated	Keep Window Open After Print
Sort Report By	Keep Window Open After Preview
Fiscal Year