Enhanced interface

Sales Analysis report

The Sales Analysis report shows information about items sold. Use this report to review the profitability of individual products and customer buying patterns and trends. You can analyze and track details, such as sales per customer, sale date and amount, profit margin, and sales commissions, and information about customers, territories, product lines, and individual sales representatives. For example, you could use this report to compare company sales data in two different time periods, such as the current period and the year-to-date period.

Who typically needs this report?

Accounting managers who need to know what their profit margins are
Sales managers who need to know who's selling and who's not, which customers are buying which products, and how effective their company's sales efforts are
Marketing managers who need to determine what percentage of total sales data is allocated to marketing

To access this report:

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

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

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 boxes. You can run this report without entering any search information. If you do that, however, the report can 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.

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.
To show report results for a specific territory or range of territories, use the From territory and To Territory dropdowns.
To show report results for a specific customer or range of customers, use the From Customer and To Customer dropdowns.
To show report results for a specific product line, select the product line from the Product Line dropdown.
To show report results for specific transactions based on their status in the workflow, select the transaction state from the Transaction State dropdown. Transaction states include:
- All transaction states (this is the default transaction type)
- Draft orders
- Posted open orders
- Closed orders
- Converted orders
To show report results for one or more transaction types, select any type from the left box and move it to the right box. To multi-select transaction types, hold down the Ctrl key and select each required type.
This list is variable and depends on the document types your company has created. If your company has not modified the default set of transaction types, this list includes transaction types, such as SaaS Invoice, Sales invoice, Sales Order, Sales Return, Shipper, Shipper Invoice, Subscription Adjustment, Subscription Invoice, and Subscription Termed Revenue.
If you leave this field clear, all documents types are included in the filter criteria.
To show report results for a specific class of transaction, select the class from the Transaction Class dropdown. Select from these choices:
- All (this is the default transaction type)
- Adjustment
- Invoice
- List (this class of transaction has no functionality. An example of a list transaction would be a packing list.)
- Other (this is a catch-all term that encompasses all classes of transactions not listed here).
- Quote
Use the Show the dropdown to set the report to show either orders, items, or neither orders nor items.
To exclude orders that are back orders from appearing in the report, check the Exclude back orders checkbox.

Filter Box	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 -- for example, 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, Value	From the dropdown 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 Value 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, Value	From the dropdown 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 Value field.	You can enter data in these fields or the From UPC and To UPC fields, but not both.
From territory, To territory
From customer, To customer	Enables you to get data only for that range of items you specify for a particular customer or range of customers.
Product line
Transaction state
Transaction type	Enables you to limit your report to A specific transaction type, such as a sales quote or a shipper invoice. Multiple transaction types (Use the Ctrl key to multi-select) If you leave this field empty, the default is all transaction types.
Transaction class
Show the	A compact report that shows only product line totals for each customer.	Do not select None if you plan to run a detailed report.
Exclude back orders
Location	Enables you to limit report results to a specific location.
Prompt run	Select this checkbox to force the system to wait for you (or anyone using this report) to enter a location before it will run the report.
Department	Enables you 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 department before it will run the report.

Item type

Use the checkboxes in this section to specify whether to include certain categories of items. Each checkbox is optional, and you can check any combination of them.

Setting what item types the report will cover:

To include inventory items in the report, select the Inventory checkbox.
To include non-inventory items in the report, select the Non-iventory checkbox.
To include non-inventory sales items in the report, select the Non-inventory (sales only) checkbox.
To include kit items in the report, select the Kit checkbox.
To include stockable kit items in the report, select the Stockable kit checkbox.

Item type field	Notes
Inventory	Select the checkbox to include inventory items in the report. The checkbox is checked by default.
Non-inventory	Select the checkbox to include non-inventory items in the report.
Non-inventory (sales only)	Select the checkbox to include non-inventory sales items in the report.
Kit	Select the checkbox to include kit items in the report.
Stockable kit	Select the checkbox to include stockable kit items in the report.

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

To format your report results:

Arrange related data together by group. To do this, select the Report groupings dropdown and then select the group you want. For example, to see all of the data for each customer, from the dropdown select Customer.
Select the detail level that you want from the report from the Detail level dropdown.
- The Summary report type condenses all account details to a single line.
- The Detail report type displays one line per customer per account. It also includes additional columns of information.
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.

Format field	Notes	Limitations
Report groupings	Customer is the default grouping.
Detail level	Summary is the default level.
Show departments	Departments are hidden by default (that is, the checkbox is clear).	Available only if you select the Detail level.
Show locations	Locations are hidden by default (that is, the checkbox is clear).	Available only if you select the Detail level.

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.