Yearly Sales Report

Yearly Sales

Purpose: This report shows you a 12 month breakout of your sales and can be helpful to recognize trends within your business.  This report shows a grand total of sales each month of each year which can be visible at the end of the report.

Parameters:

  • Year: The year in which data will be pulled.
  • Customer ID: Allows you to specify a specific customer id.
  • Customer Name: Allows you to specify a specific customer name.
  • Primary Group By: A list of different fields to group the data into within the report. Has the following options:
    • a. Branch
    • b. Customer
    • c. Department
    • d. No Grouping
  • Secondary Group By: A list of different fields to group the data into within the report. Has the following options:
    • a. Branch
    • b. Customer
    • c. Department
    • d. No Grouping


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