Master Report adds weekly totals and an improved user experience

Are you curious to know how customer demand for your products changes over time? Would you like to see your sales history by item? If so, the Master Report is the tool for you.

The Master Report lets you view and analyze a year’s worth of sales history by item in weekly (new!) or four-week time periods.  Some versions of the Master Report also provide extensive inventory data for each item and are sometimes used to obtain this information.

What’s new

The Master Report just received these new enhancements:

• Two new report options that provide weekly sales history data by item as sold quantities or dollar revenue. All report data is provided in Excel, making it easy to view and analyze your sales data.

  Note: Previously, the Master Report only provided sales history in four-week intervals. The four-week reports are still available.

  NEW: Quantity sold per item for each week in the last year
  

  NEW: Sales revenue received per item each week in the last year
  
  

• A new report settings interface that makes setting up report options easy and intuitive.
  

The enhanced Master Report suite      

With the addition of the two new Master Report options, you can request a year’s worth of itemized sales history in these ways:

• New! Weekly quantity sold per item
• New! Weekly sales revenue per item
• Quantity sold per item in four-week intervals
• Sales revenue per item in four-week intervals
• Quantity sold and total sales revenue in four-week intervals

Weekly reports provide 52 weeks of data and four-week interval reports provide data for 13 four-week intervals.

All report options provide data in an Excel spreadsheet. A PDF version of the report of the four-week interval report that returns both quantity sold and total sales revenue is also available.

Using the new interface

Each report option is defined by a combination of these new Master Report settings:

• Report Format: Specifies the report file type
• Data Type: Specifies the sales history data category,
• Display Type: Specifies the time interval

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

To create this Master Report option	Use these Additional Settings
NEW! 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
NEW! 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

Then and now

If you are a current Master Report user, the following picture illustrates the relationship between the new report settings and the options in the previous interface.

Note: The new weekly Master Report options are not included in this picture because they were not available previously.

 

Using the Master Report to view inventory item details in Excel

You can use the Master Report to obtain detailed inventory item information, in addition to the sales history.  All Master Report options return the inventory item information 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 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