SA3996 - Sales analysis (multi-purpose, totals by category)

Selects where the sales figures come from. If no selection is made, sales invoices are used.

• <ANY>
  • Uses sales invoices and their lines (or the number of hire periods for hire items).
• Sales invoice
  • Uses sales invoices and their lines (or the number of hire periods for hire items).
• Sales quotation
  • Uses sales quotations and their lines.
• Sales order
  • Uses committed sales orders at the quantity ordered (or the number of hire periods for hire items).
• Sales order (items delivered)
  • Uses committed sales orders, counting only the quantity for each line that is included on dispatches.
• Sales order (items not delivered)
  • Uses committed sales orders, counting only the quantity for each line that is not included on dispatches (the order quantity less the quantity on dispatches).

Selects how results are grouped and summarised.

Based on your selection, additional columns are added to the report - and results are grouped based on these additional columns.

Each option adds the following columns. All remaining columns are the same for every option.

Limits results to records whose date is on or after the date you enter.

The date is the sales invoice Invoice date, sales order Date, or sales quotation Date, depending on the Data source (default Invoices).

If Show year-on-year comparisons (5yr) is ticked, the report also looks back five years from this date.

This field is mandatory.

Limits results to records whose Date is on or before the date you enter.

The date is the sales invoice Invoice date, sales order Date, or sales quotation Date, depending on the Data source (default Invoices).

If left blank, there is no end date.

This filter is mandatory if Show year-on-year comparisons (5yr) is ticked.

Limits results to records whose Customer code matches the text you enter.

Limits results to lines whose Item code matches the text you enter.

Limits results to items that have a supplier record with a Manufacturer matching the text you enter.

Limits results to records whose billing address State matches the text you enter.

Limits results to records whose delivery address State matches the text you enter.

Limits results to items that have a supplier whose Supplier code matches the text you enter.

This matches any supplier recorded against the item, not only the highest ranked supplier.

Limits results to lines whose Income account matches the text you enter.

Limits results to lines whose Job code matches the text you enter.

This only checks the Job code linked to the lines of relevant records. It does not check the Job code assigned to the entire record.

Limits results to customers whose Customer type matches one of the types you select.

Limits results to records whose Discount type matches one of the types you select.

Limits results to items in one of the Product groups you select.

Selecting a parent product group also includes its child product groups.

Limits results to items in one of the Price groups you select.

Limits results to lines whose warehouse matches one of the warehouses you select.

This only checks the warehouse linked to the lines of relevant records. It does not check the warehouse assigned to the entire record (this may differ, for instance, if the warehouse of a sales invoice has been changed from the warehouse of its original sales order).

Limits results to records whose Promo matches one of the promotions you select.

Limits results to records whose Our contact matches one of the users you select.

Limits results to customers whose Account manager matches one of the users you select.

Controls which item units and quantities are used for each item (either the item's Base unit, Unit 2, or Unit 3).

If Unit 2 is selected and an item does not have a Unit 2 configured, the item's Base unit will be used.

If Unit 3 is selected and an item does not have a Unit 3 configured, the item's Unit 2 will be used if possible. Otherwise the item's Base unit will be used.

Limits how many results are returned and their order.

• Top
  • Shows the highest results first, according to the Primary sorting selected.
• Bottom
  • Shows the lowest results first, according to the Primary sorting selected.
• records
  • The number of results to show. If left blank, all results are shown.

Selects the measure that the results are sorted by.

• by Sales
  • Sorts by the Sales ex column.
• by Qty
  • Sorts by the Qty sold column.
  • Causes the monthly and yearly pivot columns to show quantities instead of sales values.
• by GP%
  • Sorts by the GP% column.

If Drill into kit items (only quantities can be shown) is ticked, results will always be sorted as if by Qty is selected. Warning messages will appear if another sorting method is chosen.

Limits results by the selling price of each line:

• Only $0 sales
  • Includes only lines whose Sell price is 0.
• No $0 sales
  • Excludes lines whose Sell price is 0.
• All sales
  • Includes all lines.

Limits results to items whose Item type matches the type you select:

• Stock
  • Includes only Stock items.
• Non stock
  • Includes only Non stock items.
• All item types
  • Includes all items.

Splits each group by a period of time so you can see trends. Selecting more than one option splits the results by each of them.

• by Year (YYYY)
  • Adds a Year column (e.g. 2026). Results are separated based on the year they occurred.
• by Month (MM)
  • Adds a Month # column (e.g. 07). Results are separated based on the month they occurred (combining the same month across all years, if no year trend grouping is specified).
• by Yr/Month
  • Adds a Yr/Month column (e.g. 26/07). Results are separated based on the month and year they occurred.
• by Date
  • Adds a Date column showing each day (e.g. 2026-07-31). Results are separated based on the specific date they occurred.

Adds a column for each month between the From date and To date, showing the sales value (or quantity, if sorting by Qty) for that month.

If no To date is set, the current date will be used.

Adds columns comparing sales values (or quantity, if sorting by Qty) for the From date to To date period with the same period in each of the previous five years.

Hides Qty sold, Sales ex, Costs, Profit, Mkp%, and GP% columns, as these are already included in the This yr column.

Requires both a From date and To date.

Adds a variance and a variance % column to the monthly pivot and/or year-on-year columns, comparing each period to the one before it.

Only applies when Show monthly totals pivot or Show year-on-year comparisons (5yr) is ticked.

Includes components of kit items, so the quantities of components sold can be seen.

Only quantities can be shown while this is ticked: sales, cost, profit and price columns are hidden, and the monthly and year-on-year pivots show quantities regardless of the Primary sorting selection.

Excludes items in the dynalist number you enter.

When Drill into kit items (only quantities can be shown) is ticked, the exclusion is applied to the kit items and their component items separately.

The year and month that the sales data applies to (in YY/MM format).

Only visible when by Yr/Month is selected from the Trend grouping filter.

The date the sales data applies to (in YYYY-MM-DD format).

Only visible when by Date is selected from the Trend grouping filter.

The year that the sales data applies to (in YYYY format).

Only visible when by Year (YYYY) is selected from the Trend grouping filter.

The month number that the sales data applies to (in MM format).

Only visible when by Month (MM) is selected from the Trend grouping filter.

The first columns identify the group (e.g. Customer code, Item code, Product group). Which columns appear depends on the Grouping selection.

Where a group contains more than one value for a column (for example a customer group containing several customer types), the cell is left blank.

Shows D when the row includes data from component items from a kit that was drilled into.

Only visible when Drill into kit items (only quantities can be shown) is ticked.

The number of sales invoices, sales orders, or sales quotations that the sales data for this group is included on.

The heading of this column changes depending on your Data source (default Invoices) selection.

The number of sales invoice, sales order, or sales quotation lines that the sales data for this group is included on, based on your Data source (default Invoices) selection.

The total quantity sold for items included in this group, shown in units based on your Qty conversion selection (hire lines use the number of hire periods instead of the quantity, where applicable).

When Drill into kit items (only quantities can be shown) is ticked, components of kit items are also included (with their quantities based on the kit item's current bill of materials).

For sales invoices, this value hyperlinks to a search showing the underlying invoices (report SA1284).

Hidden when Show year-on-year comparisons (5yr) is ticked.

The total sales value excluding tax for items included in this group.

For sales records not in the local currency, values are converted to local currency based on the exchange rate stored against the sales record.

The column heading changes to include the symbol of the local currency.

Hidden when Drill into kit items (only quantities can be shown) or Show year-on-year comparisons (5yr) is ticked.

The total cost of the items sold in this group (hire items have a cost of 0).

For sales invoices, this is the cost recorded internally against the invoice line multiplied by its quantity.

For sales orders and quotations, it is the item's Last cost multiplied by the quantity.

Hidden when Drill into kit items (only quantities can be shown) or Show year-on-year comparisons (5yr) is ticked.

Sales ex less Costs.

Hidden when Drill into kit items (only quantities can be shown) or Show year-on-year comparisons (5yr) is ticked.

The mark-up percentage: Profit / Costs x 100. Shows 0 when costs are 0.

Hidden when Drill into kit items (only quantities can be shown) or Show year-on-year comparisons (5yr) is ticked.

The gross profit percentage: Profit / Sales ex x 100. Is treated as 0 when sales are 0.

Hidden when Drill into kit items (only quantities can be shown) or Show year-on-year comparisons (5yr) is ticked.

One column per month between the From date and To date, showing the sales value or the quantity for that month.

When Show variances between monthly and yearly is ticked, each month after the first is followed by a Var column (the change from the previous month) and a % column (the change as a percentage of the previous month).

Only shown when Show monthly totals pivot is ticked.

If Drill into kit items (only quantities can be shown) is ticked, or by Qty is selected, these columns will show quantities instead of sales values.

The sales value or quantity for the From date to To date period, and for the same period in each of the previous five years.

When Show variances between monthly and yearly is ticked, each year is followed by a Var column (the change from the year before) and a % column.

Only shown when Show year-on-year comparisons (5yr) is ticked.

If Drill into kit items (only quantities can be shown) is ticked, or by Qty is selected, these columns will show quantities instead of sales values.

The average cost per unit: Costs / Qty sold.

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The average profit per unit: (Sales ex / Qty sold) less (Costs / Qty sold).

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The total list price of items included in this group, based on the sales record lines (the sum of the List price of each line multiplied by its quantity).

For sales records not in the local currency, values are converted to local currency based on the exchange rate stored against the sales record.

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The average selling price per unit: Sales ex / Qty sold.

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The average list price per unit, based on the sales record lines: Tot inv list / Qty sold.

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The average discount against the list price, based on the sales record lines: (Tot inv list less Sales ex) / Tot inv list x 100.

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The total list price of items included in this group, based on the item (the number of base units sold multiplied by the item's List price per unit).

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The average list price per unit, based on the item: Tot std list / Qty sold.

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The average discount against the list price, based on the item: (Tot std list less Sales ex) / Tot std list x 100.

Hidden when Drill into kit items (only quantities can be shown) is ticked.

The quantity of this item expected to be incoming to this warehouse: Qty on order + Qty on W/O for this item/warehouse combination.

Only shown for groupings that include the item and warehouse.

The quantity of this item in this warehouse committed to sales orders: Qty Committed for this item/warehouse combination.

Only shown for groupings that include the item and warehouse.

The quantity of this item in this warehouse committed to work orders: Qty Committed W/O for this item/warehouse combination.

Only shown for groupings that include the item and warehouse.

The minimum hold quantity of this item in this warehouse: Minimum hold qty for this item/warehouse combination.

Only shown for groupings that include the item and warehouse.

The quantity of this item in stock in this warehouse: Qty stock for this item/warehouse combination.

Only shown for groupings that include the item and warehouse.

The bin location number of this item in this warehouse: Bin # for this item/warehouse combination.

Only shown for groupings that include the item and warehouse.

The earliest record Date in this group.

The latest record Date in this group.

The average number of sales records per month: the number of invoices/orders/quotes in this group / the number of months from First sale to Last sale (inclusive).

Hidden when Drill into kit items (only quantities can be shown) is ticked.