Wiki

Case Status
Log In

Wiki

 
Monthly This Year vs Last Year…
  • RSS Feed

Last modified on 10/26/2012 10:04 AM by User.

Tags:

Monthly This Year vs Last Year Report

Overview

Knowing how you’re doing and comparing that to the previous year is one of the main tasks of reporting. There are many reporting tools in OASIS, but one of the easiest to create is an Order Summary type report that compares the current year to the previous year by calendar month. This report takes many of the features of the “My Order Summary” report (from the Home screen), same look and feel, but adds a line for the previous year. The default setting is by manufacturer but can be set to customer, CSR, Sales Account, etc. Values can be Booked, Earnings, etc. Again, if you like the My Order Summary report, this one may help you as well.

 

Here’s how to run:

 

Go to Orders, then Reports (Menu bar)

Select “Order Summary”

 

The Create Summary Report window appears

 

Key

General tab

Output to:

How the report is to be displayed / sent / printed

Title

If saving, give report a name/title here and click “Save Report”. Saved reports show in the Reports section

Format

-          Template

Monthly TY&LY – calendar month report that compares this year top the previous year on separate lines.

-          Three Year Summary

Reports by the last 3 years totals

-          Booked Sales and Commission Summary

Compares Sales & Commission dollars for each day of the current month

Rows

Row values for report

Values

What values are being reported

Content

-          Source

What types of orders to be shown

-          Year

What year

-          To month

Not used

Account

Default is blank, so all accounts are reported. If certain account(s) are reported, click Add. If removing accounts highlight account, click Remove

Select tab

Maybe used to filter report further

 

After selections are made, if any, click Print

 

Example of report below:

Key

General tab

er selections are made, if any, click Print

 

Example of report below: