Enhanced interface

Order Analysis report

The Order Analysis report shows information about your inventory, including which customers have ordered which items. Use this report to find out important status information, such as whether enough items are available to fill all orders, which items are most popular, shipment dates, and unit and extended price per item.

Who typically needs this report?

Finance staff who need to review orders before approving them (for example, in draft mode). This report shows which orders are pending.
Finance staff who need to analyze orders processed, volume, or pricing (for example, view item info). Finance staff can export data to Excel for pricing analysis. For example, if one order was for $100, and another was for $200, what's the average? Based on the number of orders per month, can a price increase be justified?

To access this report:

Go to Order Entry > All > Reports > Order analysis.

Subscription	Order Entry
User type	Business, Employee, Warehouse, CRM
Permissions	Order Analysis: Run

View a monthly report

On the report settings page, select View.
The report displays all results for the default reporting period.
To refine the report, select Customize.

Customize and run

Before running the report, you can select the time period and types of items to include and specify how you want the report to appear.

If you want to see every result for a particular category, don't make selections from any of the data entry fields. You can run this report without entering any search information. If you do that, however, the report may take a long time to run and can return too many results to be useful.

Select the reporting period from the dropdown list, or enter the start and end dates you want the report to cover. If you don't specify a reporting period, the system generates a report for the current month to date.
- You can specify either the reporting period or the start and end dates, but not both.
Set the filters to get the specific data you want.
- Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Format the report.
- Format options will vary from report to report. Generally, you can set the layout of the report and arrange how to group and display the data contained in the report.
Enter a title, subtitle, and footer text for your report.
To view, process, memorize, or export the report, do one of the following:
- To view the report now, select View.
- To generate the report and store it for later access, select Process & Store.
  
  Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- To memorize (that is, save) the report so that later you can refer back to it or modify and re-run it, select Memorize.
- To export the report to a separate file that you can then distribute or save to your local drive, select Export and then select Word, Excel, CSV, or Text.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Time period

You can use one of the numerous pre-defined reporting periods available from the Reporting period and As of date fields, or create your own reporting period using the Start date and End date fields.

To set the time period:

In the Time period section, do one of the following:

Use the Reporting period dropdown list to select the reporting period. Either enter a date in the As of date field or use the calendar tool to select a date.
Enter a specific Start date, End date, or both. Alternatively, use the calendar tool to select the desired dates.

If you complete all the time period fields (that is, if you fill in the Reporting period, As of date, Start date, and End date fields), Sage Intacct generates your report based on the start and end dates. It ignores the As of date.

The following table describes the fields in the Time period section.

Field	Description
Reporting period	These periods are relative to the As of date. All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.
As of date	The date that Intacct will use as a baseline for the reporting period you select. Defaults to today's date.
Start date	Leave the Start date blank to include all information from the earliest date of your Intacct data up to and including the end date.
End date	Leave the End date blank to include all information from the start date up to today.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

To set the filters to fine-tune your report results

Select Item ID or UPC code to select how to list the items in the report.
To filter the items that are displayed in the report, do one of the following:
- Use the From item and To Item dropdown lists or the From UPC and To UPC dropdown lists to select a range of items to display. Use the set of fields that correspond to what you chose to report on.
- Use the Operator and Values fields to select the items to display.
How to use the From and To fields
All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.
To run this report for a single object:
From the From dropdown list, select the object you want.
From the To dropdown list, select the same object.
To run this report for a specific range of objects:
From the From dropdown list, select the object that you want at the beginning of the range.
From the To dropdown list, select the object that you want at the end of the range.
To run this report for all objects:
Leave both fields blank.
If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.
An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.
Set the report to show results for a specific warehouse or range of warehouses.
Set the report to show results for a specific customer or range of customers.
Set the report to show results based on one of several pre-defined criteria. To do this:
1. Select the filter criterion from the Min and max values apply to dropdown:
  - Order price
  - No. days to ship date
  - Order number
2. Enter a Minimum value, a Maximum value, or both:
  For example, to report on all items that took between 30 and 60 days to ship to the buyer, set these 3 fields as follows:
  - Min and max values apply to: Select No. days to ship date.
  - Minimum value: Enter 30.
  - Maximum value: Enter 60.
Set the report to show results based on order status. To do this, select the Order state dropdown list and then select the order status you want. Choose from:
- Draft orders
- Posted open orders (this is the default setting)
- Closed orders
- All orders
For example, you can select Draft orders to gauge the accuracy of your forecast.
If you do not want the report to include back orders, select the Exclude back orders checkbox.
If you are a multi-currency company, you can filter transactions based on a specific currency. (This field is visible only in a multi-currency environment). From the Transaction currency dropdown list, select the currency you want the report to show. If you do not select a currency, the report includes transactions in your base currency.

Filter field	Notes	Limitations
Report on	Enables you to tell the report whether to list items by their IDs or their UPC codes.	All items have IDs, but not all items have UPC codes.
From item, To item	Enables you to get data only for that range of items you specify, by item name or number, such as items from A to F, or item numbers 3100 to 5000.	You can enter data in these fields or the From UPC and To UPC fields, but not both,
Operator, Values	Select the dropdown list and then select the operator For alphabetical lists, "greater than" means later in the alphabet, and "less than" means earlier in the alphabet. To search for all items from T through Z, search for "Greater Than" "S." To search for all items beginning with "A," search for "Less Than" "B." Most of the operators are self-explanatory. Others: Contains: You're searching for all items that contain a particular string of letters and/or numbers. Does Not Contain: You're searching for all items except those that contain a particular string of letters and/or numbers. Includes: You're searching for all items that contain two or more particular strings of letters and/or numbers. Does Not Include: You're searching for all items except those that contain two or more particular strings of letters and/or numbers . Then enter a value in the Values field.	You can enter data in these fields or the From item and To item fields, but not both,
From UPC, To UPC	Enables you to get data only for that range of items you specify, by item UPC code.	You can enter data in these fields or the From item and To item fields, but not both,
Operator, Values	Select the dropdown list and then select the operator For alphabetical lists, "greater than" means later in the alphabet, and "less than" means earlier in the alphabet. To search for all items from T through Z, search for "Greater Than" "S." To search for all items beginning with "A," search for "Less Than" "B." Most of the operators are self-explanatory. Others: Contains: You're searching for all items that contain a particular string of letters and/or numbers. Does Not Contain: You're searching for all items except those that contain a particular string of letters and/or numbers. Includes: You're searching for all items that contain two or more particular strings of letters and/or numbers. Does Not Include: You're searching for all items except those that contain two or more particular strings of letters and/or numbers . Then enter a value in the Values field.	You can enter data in these fields or the From UPC and To UPC fields, but not both,
From warehouse, To warehouse	Enables you to get data only for a specific warehouse or range of warehouses.
From customer, To customer	Enables you to get data only for a specific customer or range of customers.
Minimum value, Maximum value	Enables you to get data only for that range of items you specify, based on the criterion you select in the Min and max values apply to box.	Minimum value: 20 character limit, including spaces Maximum Value: 20 character limit, including spaces
Min and max values apply to	Represents the criterion that Minimum value and Maximum value apply to.
Order state	Enables you to include orders that are are in a specific state.
Exclude back orders	Enables you to filter out back orders from the report.
Transaction currency	Limits the report to a specific currency.	Multi-currency company only

Location and department filters

To set location and department options:

To filter the report by geographic location, select the location from the Location dropdown list.
Enter or select a location to run this report at the top level. The system uses the location that you specify to determine the appropriate currency.
To filter the report by department, select the department from the Department dropdown list.
If you want the report to cover certain locations regardless of what you select in the Location dropdown list, use the Show for dropdown list to select the locations you want the report to cover:
1. All Locations: Include data for all locations regardless of the entity you're currently using.
2. This Location: Include data only for the entity that you're currently using.
3. Child Locations: Include data only for the locations that are child locations of your current entity. For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

Filter options
Filter field	Descriptions
Location	Use to limit report results to a specific location.
Department	Use to limit report results to a specific department.
Prompt on run	Select this checkbox to force the system to wait for you (or anyone using this report) to enter a location or department before it runs the report.
Show for	Select to show different views of the data, based on the location or entity you choose: All locations: This option shows the data that's posted to the location or entity and its children. This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown. Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown. Example: Suppose your location is United States > California > San Francisco. All locations would show transactions for United States, California, and San Francisco. This location would show transactions for United States. Child locations would show transactions for California and San Francisco only.

Formatting

Use the fields in this section to select some of the report details to display and to order the report results.

To format your report results:

Set the type of results that you want to display in your report summary To do this, select the Summary Level dropdown list, and then select the level you want. Select one of the following:
- Customer detail: This is the most detailed and common level. The report groups results by customer, then by order, then by warehouse, and finally by the items associated with each customer order.
- Customer summary: Use this level view to see viewing what your customers are ordering. This view organizes all the orders for each customer together.
- Warehouse summary: Identical to the Customer summary level, except that it correlates items to the warehouses that store them. This level also displays aisle and bin locations.
- Item summary: Use this level to analyze the activity and other details of your items. With this summary level, the report will display statistics such as:
  - How many of an item are in stock
  - How many of an item are required to fill open orders and how many will remain after filling those orders
  - An item's minimum, maximum, and average price, plus its price range
  - An item's total value as a percentage of all open orders.
- Tabular Detail: Use this view to display the groupings in the Customer Detail level in a single line per customer. Each line in the report will contain each different item from each different warehouse. This view helps warehouse personnel sort through and keep track of multiple details about each item.
Select the Show departments checkbox if you want the report to display departments.
Select the Show locations checkbox if you want the report to display locations.
Sort the data in the report by category. To do this, select the Sort By dropdown list and then select the sort order you want.
- The abbreviation "desc" after an option means "Descending order", reverse alphabetical or reverse numerical order.

Format field	Notes	Limitations
Summary level	Customer Detail is the default summary level. The Tabular Detail view is most useful for warehouse personnel who need to sort items in different ways, such as by aisle and bin.
Show departments	Departments are hidden by default.	Available only if you select the Customer detail summary level
Show locations	Locations are hidden by default.	Available only if you select the Customer detail summary level
Sort by	Ship Date is the default sort order.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.