Generating the Frame Sales By Item Report

When meeting with your frame sales representatives, you can use the Frame Sales By Item Report to help determine what inventory has been sold.

What do you want to do?

  1. On the top menu bar in Encompass, click Reporting and select Standard Reports.
  2. Click Inventory Reports.
  3. Click Frame Sales By Item.
  4. Select whether to print By Date Range or By Year.
  5. Enter the dates to print.
    • If you selected By Date Range, enter the date range to print, or select dates from the calendar.
    • If you selected By Year, enter the year (e.g., 2014).
  6. Select one or more Collections to print.
  7. Select the Show Detail By Item check box to print details for each frame in the selected collections.
  8. 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

With the report open, perform one of the following steps to export it:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.