3 Year Summary Report

Overview

The ability to report over multiple years is very important. This report allows you to view over three year’s bookings, released, resell, etc orders. Systems that cannot store data for multiple years lose the ability to see trends in overall sales. The report can be broken out many different ways:

- by manufacturer, by customer, etc.

- by Account and more.

Running the report

Go to Orders

Then click Reports, then “Order Summary”.

In the Create Summary Report

switch the Template drop down to “3 Year Summary”
enter any other filters needed

Click the Select tab (optional) to filter further.

Explanations of these filters are at the bottom of this page

NOTE – the report maybe saved by giving it a title and clicking the “Save Report” button at the bottom of the screen.

Then click Print

The report should look similar to below giving you a view over the last 3 years.

Report Filter Information

Explanations below

General tab

Output To	Select where to send the report
Title	If you wish to save this report after you have selected all parameters, you must give it a title and push the “Save Report” button at the bottom. You can run the report again from the Reports section.
Format	Template – type of report Rows – Rows on the report Values – what data to show
Content	Source – what data to pull from Year – what year To month – what ending date
Account	If you want to narrow for certain accounts, select the Accounts to show, otherwise, the report will show for all accounts.

Basic tab

PO#	Search for certain PO, however you can use the “” asterisk as a wild card and search multiple PO’s – Example: 12345 this will search for all PO’s that begin with the “12345” numbers
Project	Report all orders by a project name
ASO	Report by Sales Order number
Manufacturer SO	Report by Manufacturer Sales Order number
RMA#	Report by RMA number
End User#	Reprot by End User PO# (contractor)
Rel Status	Report by status of the order
Entry Timeframe	Report by order entry timeframe (start date and end date)
Status	Report by status of the order
Commissioned, Buy, Sell	Report by only or a combination of these order types

More tab

Part Number	Report by part number - the wild card is available here as well
Fixture Type	Report by Fixture Type
Quote number	Report by quote number - the wild card is available here as well
File Code	Report by File Code - the wild card is available here as well
Invoice #	Report by invoice number - the wild card is available here as well
Created & Updated timeframes	Report by Created date or Updated date timeframes
Disputed	Report on order that have a disputed invoice attached
Min Sale, Comm, Overage, Margin	Report by a minimum dollar amount for any of these items

Internal tab

Manufacturer	Report by a single manufacturer or multiple using the Add button. You may remove any selection by highlighting and hitting the Remove button
Customers	Report by a single customer or multiple using the Add button. You may remove any selection by highlighting and hitting the Remove button
Account	Report by Account (Sales Account)
Quoter	Report by Quoter if converted from a quote
CSR	Report by CSR – Customer Service person listed on the order
Order Type	Report by Stock, Project, etc
Specifiers	Report by any specifer listed on an order

Parties tab

Manufacturer	Select a Specific Manufacturer
Customer	Select a Specific Customer
Parent Manufacturer	Select a Parent Manufacturer – in some reports the report will show all child brands
Parent Customer	Select a Parent Customers – in some reports the report will show all child brands
Specifiers	Select any specifier related to the job
Influences
Representative	Select a Representative (Dist & Mfg version only)
Customer Assigned To	Select a sales account assign to a specific customer
Specifier Assigned To	Select a sales account assign to a specific specifier

Notes Tab

Notes	OASIS will search the Notes for a particular word or phrase
Internal Notes	OASIS will search the Internal Notes for a particular word or phrase

Attachments tab

Attachment Description	OASIS will search the Attachments tab “Description” column for a word or phrase
Attachment Note	OASIS will search the Attachments tab “Note” column for a word or phrase

Search Keys

Search keys can be Defined or created by admin users in OASIS, they can be used to define orders, jobs, etc by means that are not currently default parameters in OASIS. For more help on creating Search Keys click the link below

http://support.oasissalessoftware.com/support/default.asp?W205

Search Keys

Once Search keys are created, they can be searched - Example above

Wiki

Wiki

3 Year Summary Report