Wiki

Case Status
Log In

Wiki

 
3 Year Summary Report
  • RSS Feed

Last modified on 5/31/2012 3:54 PM by User.

Tags:

3 Year Summary Report

Overview

The ability to report over multiple years is very important. This report allows you to view over three year’s bookings, released, resell, etc orders. Systems that cannot store data for multiple years lose the ability to see trends in overall sales. The report can be broken out many different ways:

-          by manufacturer, by customer, etc.

-          by Account and more.

 

Running the report

 

Go to Orders

Then click Reports, then “Order Summary”.

 

In the Create Summary Report

  • switch the Template drop down to “3 Year Summary”
  • enter any other filters needed 

 

Click the Select tab (optional) to filter further.

Explanations of these filters are at the bottom of this page

 

 

NOTE – the report maybe saved by giving it a title and clicking the “Save Report” button at the bottom of the screen.

 

Then click Print

The report should look similar to below giving you a view over the last 3 years.

 

 

 

Report Filter Information

Explanations below

 

General tab  

 

 

Output To

Select where to send the report

Title

If you wish to save this report after you have selected all parameters, you must give it a title and push the “Save Report” button at the bottom. You can run the report again from the Reports section.

Format

Template – type of report

Rows – Rows on the report

Values – what data to show

Content

Source – what data to pull from

Year – what year

To month – what ending date

Account

If you want to narrow for certain accounts, select the Accounts to show, otherwise, the report will show for all accounts.

 

 Basic tab

PO#

Search for certain PO, however you can use the “*” asterisk as a wild card and search multiple PO’s – Example: 12345* this will search for all PO’s that begin with the “12345” numbers

Project

Report all orders by a project name

ASO

Report by Sales Order number

Manufacturer SO

Report by Manufacturer Sales Order number

RMA#

Report by RMA number

End User#

Reprot by End User PO# (contractor)

Rel Status

Report by status of the order

Entry Timeframe

Report by order entry timeframe (start date and end date)

Status

Report by status of the order

Commissioned, Buy, Sell

Report by only or a combination of these order types

 

More tab

 

Part Number

Report by part number  - the wild card is available here as well

Fixture Type

Report by Fixture Type

Quote number

Report by quote number  - the wild card is available here as well

File Code

Report by File Code - the wild card is available here as well

Invoice #

Report by invoice number  - the wild card is available here as well

Created & Updated timeframes

Report by Created date or Updated date timeframes

Disputed

Report on order that have a disputed invoice attached

Min Sale, Comm, Overage, Margin

Report by a minimum dollar amount for any of these items

    

Internal tab

 

 

Manufacturer

Report by a single manufacturer or multiple using the Add button. You may remove any selection by highlighting and hitting the Remove button

Customers

Report by a single customer or multiple using the Add button. You may remove any selection by highlighting and hitting the Remove button

Account

Report by Account (Sales Account)

Quoter

Report by Quoter if converted from a quote

CSR

Report by CSR – Customer Service person listed on the order

Order Type

Report by Stock, Project, etc

Specifiers

Report by any specifer listed on an order

 

Parties tab

 

 

Manufacturer

Select a Specific Manufacturer

Customer

Select a Specific Customer

Parent Manufacturer

Select a Parent Manufacturer – in some reports the report will show all child brands

Parent Customer

Select a Parent Customers – in some reports the report will show all child brands

Specifiers

Select any specifier related to the job

Influences

 

Representative

Select a Representative (Dist & Mfg version only)

Customer Assigned To

Select a sales account assign to a specific customer

Specifier Assigned To

Select a sales account assign to a specific specifier

 

 Notes Tab

 

 

Notes

OASIS will search the Notes for a particular word or phrase

Internal Notes

OASIS will search the Internal Notes for a particular word or phrase

 

Attachments tab

Attachment Description

OASIS will search the Attachments tab “Description” column for a word or phrase

Attachment Note

OASIS will search the Attachments tab “Note” column for a word or phrase

 

Search Keys

  • Search keys can be Defined or created by admin users in OASIS, they can be used to define orders, jobs, etc by means that are not currently default parameters in OASIS. For more help on creating Search Keys click the link below

http://support.oasissalessoftware.com/support/default.asp?W205

Search Keys

Once Search keys are created, they can be searched  - Example above