Standard Report - Sales History

Report Description

This report is useful for determining sales levels during a particular historical time period.

Parameters

Parameter Name	Options	Explanation
Date Type	Accounting Period Date, Week Worked Date, Invoice Date	If Date Type = Accounting Period Date: filter for transaction Accounting Period Date If Date Type = Week Worked Date: filter for transaction Week Worked Date If Date Type = Invoice Date: filter for Billing Batch Invoice Date
Group By	Branch, User, Customer, Order Type, Job Title, Invoice
Start Date
End Date
User Level	Assignment, Customer, Employee, Order
User Type	All available user types based on User level selected
Customer Name		Filter by Customer Name
Branch	All available branches	Filter for transaction branch

Report Fields

Field Name	Explanation
Branch	Transaction Branch. Will be visible when Branch is selected under Group By Parameter.
User	Pulls User Description from Transaction Extra based on User Level and User type parameter selected. System copies User when each transaction is generated only if Copy To Transaction Property is set to be True. Will be visible when User is selected under Group By Parameter.
Customer	Customer Name from Transaction. Will be visible when Customer is selected under Group By Parameter.
Order Type	Order type from Transaction. Will be visible when Order type is selected under Group By Parameter.
Job Title	Job Title from Staffing Order Will be visible only when Job Title is selected under Group By Parameter
Invoice Number	Invoice Number from Invoice Will be visible only when Invoice is selected under Group By Parameter
W/E Date	Week End Date from Transaction Only visible when Invoice is selected under Group By Parameter
Inv. Date	Invoice Date from Invoice Only visible when Invoice is selected under Group By Parameter
Reg Hours	Sum of Pay Unit for Reg Paycode
OT Hours	Sum of Pay Unit for OT Paycode
DT Hours	Sum of Pay Unit for DT Paycode
Other Hours	Sum of Pay Unit for Paycodes other than Reg, OT and DT and for which IncludeInOtherHours = True
Adj Bill	Sum of Item Bill for Transaction types that is nontaxable.
Billed Amount	Sum of Item Bill of all Transaction type which is taxable i.e. Is Adjustment = 0
ACA Fees	Total ACA Fees from Transaction type of Paycode = ACAAdminFee
Sales Tax	Total Sales Tax for the selected transactions; Sum of Sales Tax Amount
Discount	Total Discount for the selected transactions
Invoice Amount	Total Amount billed
Finance Charge	Total Finance Charge charged for the Invoice linked to the selected transactions
% of Sales This Period	Proportion of Amount Billed for Total Amount Billed in the report.
Department Name	Department Name from Customer Only visible when Customer is selected under Group By Parameter as the least level grouping option
Customer Status	Customer Status from Customer Only visible when Customer is selected under Group By Parameter as the least level grouping option

Required Setup

For ACA Fee, Paycode myst be setup with System Name = ACAAdminFee

Special logic

Report only pulls invoiced transactions. Hence, this report should be run after completing billing process for the week.