AR: Customer Sales Trend Report

The AR Report Customer Sales Trend screen has its own Security Group, AR Report Customer Sales Trend.

The AR Report Customer Sales Trend screen is part of the AR Reports ALL Security Group.

Tip:  For more information see Security Groups Overview and Security Groups By Module.

Type a description to name the report. This description prints above the Report Title.

The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies for which you have security permissions to view. If you have permission for only one company, that will be the only one displayed in the list. If you have permissions to multiple companies, the list will display those companies PLUS the default reporting company.

When discernible, WinTeam will print the appropriate company name and logo on each page; otherwise the Default Company Name will print. That is, if a Company level is included in the tiered section and is displayed in the tiered information at the bottom of the page, then that company's Report Name and Logo (if selected) prints on that page.

If there is not a Company identified in the tier area of the page, then the Default Company Name for Reports is used. The default Company Name and Logo is also used for the Total Enterprise report. For more information see Learning about WinTeam Reports.

Select whether to base this report on Invoice Dates or Posting Dates.

If you are trying to reconcile to the General Ledger, you should select Posting Date.

Use the Sort By option to sort report data by Customer Number or Customer Name.

Click Number to sort report data by Customer Number.

Click Name to sort report data by Customer Name.

Customers

Select the Customers to include on the report.

Select All to include all Customers on the report.

Select Range to define a range of Customer Numbers for the report. When you select Range, the Customer Number range fields display. Type the beginning Customer Number in the From field and the ending Customer Number in the To field.

Select Pick to define specific Customers for the report. When you select Pick, the Customer list displays. Select the check box next to each Customer to include on the report.

Select Create to define your own list of Customers. When you select Create, a small grid displays to the right. Enter the Customer Numbers you want to include in the list, or use the Lookup to locate the Customer Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Customer Numbers you want to exclude in the list, or use the Lookup to locate the Customer Numbers.

Customer Types

Select the Customer Types to include on the report.

Select All to include all Customer Types on the report.

Select Pick to define specific Customer Types for the report. When you select Pick, the Customer Types list displays. Select the check box next to each Customer Type to include on the report.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

Click the Reset Dates button to clear the From, To, and Report Column Labels. Once you enter a new date the system calculates the consecutive periods and enters the remaining period dates.

Select the Use Calendar Year check box to have different column labels to correlate to the Calendar Year vs Fiscal Periods labels for date ranges entered. This is particular useful for users who do not have January as their starting fiscal year period.

This report is based upon the number of periods that make up the fiscal year. For most customers it is 12 month periods. For those customers that run on a 13 period year, the system displays 13 periods.

Note:  The period dates are defaulted from the Fiscal Year Setup file.

Enter the first day of the beginning period you wish to view sales trends on. Once you enter the first From date, the system fills in the appropriate To date, and the remaining From and To dates for each period.

Note:  If you enter a date other than the first day of the period, the system automatically changes the date to the first day of the period. For example, if you entered 04/15/15 and press Enter, the sysm changes the From date to 04/01/15

The system defaults the column label based on the dates in the From field. The label is an abbreviation of the month and the year. If the report is for a 13 period fiscal year, the periods display instead of months. You may modify the Report Column Label.

Select the Print Enterprise Level check box to print the report at the highest level.

This check box is selected by default.

If you clear this check box, you must select at least one Tier to print.

Select to group the information by Parent Customer. This check box is NOT selected by default.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).