Standard AQ - Quarterly Sales by Fiscal Year

Report Description

A breakdown of quarterly sales by fiscal year. This report provides a good summary of total sales, total hours, and gross profit during a specific quarter in a fiscal year. The report includes data from any Transaction Splits if there is data in the ConfigTransactionSplitPlan table, otherwise data comes from transactions.

Parameters

Parameter Name	Options	Description
Branch (Transaction)	All available branches
Date Type	Accounting Period Date, Invoice Date & Week Worked Date
Fiscal Year Start Date
Fiscal Year End Date
Line of Business	List of Customer Type from Sales Info
Roll up to Root Customer	Yes, No	Based on this parameter, result will either be displayed per individual customer department or rolled into Root Customer.

Report Fields

Field Name	Description
Branch Name	Branch name from Transaction Split
Year ID	Year part of accounting period date of transaction
Month_Quarter	Quarter of accounting period date of transaction
Customer	Shows bill to name of transaction
Department	Shows department of customer
Total Bill	Sum of TotalBill from Transaction Split
Bill Amount	Sum of BillAmount from Transaction Split
GP Adj Bill	Sum of GPAdjustmentBill from Transaction Split
Total Sales	Sum of BillAmount + GPAdjustmentBill
Total Hours	Sum of BillTotalHours from Transaction Split
Gross Profit	Sum of GrossProfit from Transaction Split
Line of Business	Shows Customer Type form Sales Info