Profit Report by Customer

Is there a way to do a profit report per customer? 

  • 0

    Yes it's possible. I have built a few reports showing Profit Amounts & Percentages for AR Customers.

  • 0 in reply to Doc102208

    How did you build that report?

  • 0 in reply to OfficerMngr

    I created a Container in the Connector joining the AR_CustomerSalesHistory to the AR_Customer files. Added the fields CustomerNo,  CustomerName, FicalYear, FiscalPeriod, DollarsSold & CostofGoodsSold.

    In the Report Manager created a report using the above Container adding all the fields.

    Generated the Template.

    Created a Pivot Table from the Raw Data adding the fields. Then created 2 Calculated Items fields in the Pivot Table. One for the Profit Amount and one for the Profit Percentage.

    Linked the Template back to the report.

    The above are basic instructions to get you started.

    I build Sage Intelligence reports for Sage 100 for a living. If you have any questions you can find my contact info on my user profile here.