Master Report

The Master Report lets you view and analyze a year’s worth of sales history by item in weekly or four-week time periods. Weekly reports provide 52 weeks of data, and four-week interval reports provide data for 13 four-week intervals. 

To create a Master Report:

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Inventory > General.
3. In the Report List pane, select Master Report.
4. In the Choose Report pane, click F12 Next.
5. Set parameters in the Report Settings pane.
6. In the Additional Settings pane, each report option is defined by a combination of the following Master Report settings:

• Report Format: Specifies the report file type (Send to Excel or Print to Screen)
• Data Type: Specifies the sales history data category
• Display Type: Specifies the time interval

The following table shows how to set up each Master File option using these settings:

To create this Master Report option	Use these Additional Settings
Weekly quantity sold per item	Report Format: Send to Excel Data Type: Quantities Display Type: Weekly
Quantity sold per item in four-week intervals	Report Format: Send to Excel Data Type: Quantities Display Type: 4 Weeks
Weekly sales revenue per item	Report Format: Send to Excel Data Type: Sales Display Type: Weekly
Sales revenue per item in four-week intervals	Report Format: Send to Excel Data Type: Sales Display Type: 4 Weeks
Quantity sold and sales revenue per item in four-week intervals	Report Format: Send to Excel Data Type: 4 Week Qty and Sales
Quantity sold and sales revenue per item in four-week intervals (PDF version)	Report Format: Print to Screen Data Type: 4 Week Qty and Sales

 In addition to the sales history, you can use the Master Report to obtain detailed inventory item information. All Master Report options return the inventory item information shown in the following table:

Master Report inventory item details (basic)

PART #

DESCRIPTION 1

PRICE 1

MGN

AVG

SOH

If you want more extensive inventory item details, create the Excel version of the Master Report option that returns four-week quantity sold and sales revenue values.

To create this report, use these Master Report Additional Settings:

• Report Format: Send to Excel
• Data Type: 4 Week Qty and Sales

When you do this, each inventory item in the report will include the data shown in the following table.

Master Report inventory item details (extensive)

PART NUMBER

PRIMARY ALT

MFG PARTNUMBER

DESCRIPTION 1

DESCRIPTION 2

PRICE 1

QTY 1

MARGIN 1

PRICE 2

QTY 2

MARGIN 2

PRICE 3

QTY 3

LAST COUNTED DATE

PRICE 4

QTY 4

MARGIN 4

LAST COUNTED DATE

SOH

ON ORD

DEF

ORDQTY

ORD%

MIN

MAX

SUP 1

SUP 2

LOC

CLASS 1

CLASS 2

CLASS 3

SUB 1

SUB 2

SUB 3

DEPT

AVG

MKT

LST

Figure 1 and 2 provide examples of 13 four week periods reported in Excel.

Figure 1: Quantity sold per item 13 four week periods

Figure 2: Sales revenue received per item 13 four week periods