Daily Sales Profitability

Form ID: (AR676000)

This report (which is available in the Summary and Detailed formats) displays the net sales amounts, costs, margins, and margin percents calculated on the specific transactions to each customer during the specified date range. Additionally, you can filter the data by transaction type, warehouse, and inventory item.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you can use the following parameters to select the information to be displayed on the report:

  • Report Format: The format to be used for the report. Select one of the following options:
    • Detailed (default): To view the profitability information for each transaction in each day within the specified date range
    • Summary: To view the summary data for each customer for the specified date range
  • Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

    This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

  • From Date: The start date of the date range of the report.

    By default, the first date of the current period is selected.

  • To Date: The end date of the date range. By default, the current date is selected.
  • Document Type: The type of document for which you want to view information. The following options are available: Invoice, Debit Memo, Credit Memo, Cash Sale, and Cash Return. Leave the box blank to view a broader range of data.
  • Warehouse: The warehouse for which you want to view information. Leave the box blank to view information on all warehouses.

    This box appears on the report form only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.

  • Customer: The customer for which you want to view information. Leave the box blank to view the data of multiple customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Inventory: The inventory item for which you want to view information. Leave the box blank to view the sales profitability information for all inventory items.
  • Released Transactions Only: A check box that you select to include in the report only the released transactions. To view a broader range of data, make sure the check box is clear.
  • Completed Transactions Only: A check box you select to include in the report only the completed transactions. To view a broader range of data, make sure the check box is clear.