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Period Sales Analysis By Customer

March 3, 2015 by Tim Rodman

Acumatica Report Store: Period Sales Analysis By Customer

This report, the Period Sales Analysis By Customer report, takes the Sales Order Details By Inventory Item (SO611500) report and makes the following changes to it:

  1. Groups by Customer instead of by Item
  2. Replaces the Start Date and End Date parameters with one Period parameter which is required
  3. Amounts are shown in the Base Currency, not the Document Currency
  4. he Period column shows the Line Total value from the Sales Order Details By Inventory Item (SO611500) report if it falls in the Period parameter
  5. The Period Last Year column shows the Line Total value from the Sales Order Details By Inventory Item (SO611500) report if it falls in the same period, but the prior year of the Period parameter
  6. The Change column is simply Period minus Period Last Year
  7. The Change % column is Change divided by Period Last Year

Screenshots:

Acumatica Report Store: Period Sales Analysis By Customer

Acumatica Report Store: Period Sales Analysis By Customer

Acumatica Report Store: Period Sales Analysis By Customer

Acumatica Report Store: Period Sales Analysis By Customer

How to Download

This report is free and can be downloaded through Gumroad.com

Download Now

Filed Under: Acumatica Report Store Tagged With: Acumatica, Acumatica Blog, Acumatica Business Intelligence, Acumatica Learning, Acumatica Report Designer, Acumatica Report Writer, Acumatica Training

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