Modify a Product Analysis Report

You must have access rights to Reports for Transactions in the Inventory & Services security option.

1. In the Home window open the Report Centre. Select Forecast & Analysis, and then Product Analysis Summary. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter Start and an Finish dates for the report.
4. Select the ranking method you want to use: Revenue, Quantity, Profit, or Return On Investment.
5. Select either Top or Bottom and enter the percentage of your customers the report should display.

(Optional) Select Include Items With No Transactions to include items that been sold within the reporting period.

6. Select the customer type to report on:
   • On customers list
   • One-time customers. Skip to step 11 if you select only these customers.
7. (Optional) Select Include inactive customers.
8. Select the customers you want to include in the report. Click Select All to report on all customers in the list.
9. (Optional) If you are using multiple locations, select Show location information. Click Select Locations.
10. (Optional) If you are showing location information, you can now select the Group by location option.
11. (Optional) Customize the:
    • Columns that appear in the report
    • Printer settings for the report
    • Fonts in the report
12. (Optional) Save the report as a template in My Reports.
13. Click OK to display the report.

1. In the Home window open the Report Centre. Select Forecast & Analysis, and then Product Analysis Detail. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter Start and an Finish dates for the report.
4. Select the ranking method you want to use: Revenue, Quantity, Profit, or Return On Investment.
5. Select either Top or Bottom and enter the percentage of your customers the report should display.

(Optional) Select Include Items With No Transactions to include items that been sold within the reporting period.

6. Select the customer type to report on:
   • On customers list
   • One-time customers. Skip to step 11 if you select only these customers.
7. (Optional) Select Include inactive customers.
8. Select the customers you want to include in the report. Click Select All to report on all customers in the list.
9. (Optional) If you are using multiple locations, select Show location information. Click Select Locations.
10. (Optional) If you are showing location information, you can now select the Group by location option.
11. (Optional) Customize the:
    • Columns that appear in the report
    • Printer settings for the report
    • Fonts in the report
12. (Optional) Save the report as a template in My Reports.
13. Click OK to display the report.