Available in Sage 50 Premium Accounting and higher.
Modify a Product Analysis Report
Change the presentation of this report in the report viewer
View detailed information about a specific part of this report
Open this report in Microsoft Excel
Export this report to another format
You must have access rights to Reports for Transactions in the Inventory & Services security option.
Select the Product Analysis report you want to modify:
- In the Home window open the Report Centre. Select Forecast & Analysis, and then Product Analysis Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and an Finish dates for the report.
- Select the ranking method you want to use: Revenue, Quantity, Profit, or Return On Investment.
- Select either Top or Bottom and enter the percentage of your customers the report should display.
- Select the customer
type to report on:
- On customers list
- One-time customers. Skip to step 11 if you select only these customers.
- (Optional) Select Include inactive customers.
- Select the customers you want to include in the report. Click Select All to report on all customers in the list.
- (Optional) If you are using multiple locations, select Show location information. Click Select Locations.
- (Optional) If you are showing location information, you can now select the Group by location option.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
(Optional) Select Include Items With No Transactions to include items that been sold within the reporting period.
- In the Home window open the Report Centre. Select Forecast & Analysis, and then Product Analysis Detail. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter Start and an Finish dates for the report.
- Select the ranking method you want to use: Revenue, Quantity, Profit, or Return On Investment.
- Select either Top or Bottom and enter the percentage of your customers the report should display.
- Select the customer
type to report on:
- On customers list
- One-time customers. Skip to step 11 if you select only these customers.
- (Optional) Select Include inactive customers.
- Select the customers you want to include in the report. Click Select All to report on all customers in the list.
- (Optional) If you are using multiple locations, select Show location information. Click Select Locations.
- (Optional) If you are showing location information, you can now select the Group by location option.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
(Optional) Select Include Items With No Transactions to include items that been sold within the reporting period.