Generating the Cost of Sale Analysis by Office Report

The Cost of Sale Analysis by Office Report lists cost and retail values for items sold during a specific date range or a selected month. You select the Item Type to print, and the report calculates your sales margins.

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Cost of Sale Analysis by Office.
  4. Select the appropriate date criteria.
    • Select By Date Range to enter a date range to print, or select dates from the calendar.
    • Select By Month & Year and enter the month and year, or click the Calendar button to select the date.
  5. Select the Item Type.
  6. Select one or more Office(s) to include on the report.
  7. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
  8. To export the report, perform one of the following steps:
    • Click Export to PDF to open the report as a PDF file.
    • Click Export to Excel to open the report as an Excel spreadsheet.