Order Reports > Company Totals
The following article covers the 'Company Totals' report. This report includes a row per company and column per SKU. Quantities, prices, and discounts can all be included.
Before running any report you must first select the companies and corresponding orders you want to report on via Reports > Orders. Click here for instructions.
Once your orders have been selected choose 'Company Totals' from the report type dropdown menu:
Then select the information you want included in your report.
Options include:
- Data to Include: Quantities, Prices, & Discounts
- Order History: New Orders Only, Re-Orders Only, or All Orders
- Units to Include: Select your desired Unit Types. Most companies have Each & Case. Your company may have Master Case, Pallet, or some other type.
- Combine Units: Yes/No, allows you to combine the totals for all Unit Types you included above e.g. Each & Case. This is used when you want to see the total combined sales and promotions applied.
- Include Zero Quantity Rows: Yes/No
- Additional Fields to Include: Reps, State, Primary Tag, & UPC
- Filter By: All Products, Selected Products (product selection box appears), All except Selected Products (product selection box appears), Selected Folders (folder selection box appears), All except Selected Folders (folder selection box appears).
- Include Inactive Products: Yes/No
- Filter by Promotions: No Filter - Include All Lines, Only Lines with Selected Promotions (promotions selection box appears), Only Lines without Selected Promotions (promotions selection box appears).
Saving Your Report
If this is a report you plan to run often you can save your settings on the 'Reports Options' tab via the 'Saved Reports' dropdown menu by selecting 'Save Current'. This section also allows you to modify, delete, and load all previously saved report setting:
