Report Margins Report: Difference between revisions
From Fishbowl Advanced
m (Text replacement - ".png|right|border|800px|link={{filepath" to ".png|right|border|400px|link={{filepath") Tags: Manual revert Reverted |
m (Text replacement - "{{BackToReports}} " to "") Tag: Manual revert |
||
| Line 1: | Line 1: | ||
[[File:Report-Margins Report.png|right|border|400px|link={{filepath:Report-Margins Report.png}}]] This report generates a list of products on sales orders and their prices, costs, and margins. This report does not include taxes. It also has options to include/exclude shipping and returns. | |||
The {{Button|Modify Report}} allows the following report filters to be customized:<br> | The {{Button|Modify Report}} allows the following report filters to be customized:<br> | ||
{{Spacer}}'''REQUIRED TAB''' | {{Spacer}}'''REQUIRED TAB''' | ||
Latest revision as of 22:16, 12 March 2025
This report generates a list of products on sales orders and their prices, costs, and margins. This report does not include taxes. It also has options to include/exclude shipping and returns.
The 
Modify Report button allows the following report filters to be customized:
- REQUIRED TAB
- Group By - Choose whether to group the report by Product, by Product Tree or by Customer.
- OPTIONAL TAB
- Product Tree - Choose the product tree category to run the report for. Leave this field blank to run for all product trees.
- Sales Person - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
- Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
- Customer - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
- Product Number - Choose a specific product to run the report for. Leave this field blank to run for all products.
- SO Number - Select the sales order number to run the report for. Leave this field blank to run for all sales orders.
- Date Range - Choose a date range to run the report for. This date range looks at the DateCreated on the POSTSOITEM table in the database, meaning the item on the sales order is fulfilled. Back dated shipments will show on the actual date shipped instead of the back dated date chosen when shipping the order. Partial shipments will show up on the separate dates each were fulfilled on.
- Include Returns - Choose to include/exclude credit return sales orders by checking/unchecking this checkbox.
- Include Shipping - Choose to include/exclude shipping type products on the sales orders by checking/unchecking this checkbox.
- Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
- HIDE/SHOW TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
- PRINTER TAB - Allows a default printer to be specified for the report in each location group.