Invoice Margin Analysis Report

The Invoice Margin Analysis Report calculates the invoice profit and margin for items in a specified department, primary supplier, location, or class. Report results are displayed by invoice in an Excel spreadsheet.

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Sales Analysis > What I Need To Know.
3. In the Report List pane, click Invoice Margin Analysis Report.
4. In the Choose Report pane, click F12 Next.
5. In the Report Settings pane, do the following:
   1. In the Dates row, select the Beginning and Ending dates.
   2. In the Detail by row, select an inventory item category and value.
6. In the Sorting Options pane, click F12 Run Report.

Note: During EDI processing and other automated inventory updates, items will be placed in department 999 (Unknown).