EditPurpose
To generate a report that can be used for sales analysis.
EditLocations Used
Reports
EditOverview
Because LegalSuite handles many aspects of your business, the application stores a large amount of data pertaining to your customers, work orders, billing, and accounts receivable. This data can be used to generate a variety of sales analysis reports that can help you improve your sales, customer base, and overall business management.
To initiate a sales analysis report, make the menu selection
Reports⇒Sales Analysis from the navigation bar.
 Sales Analysis Report |
From this page, you can specify search parameters that will determine what information is displayed on the generated report.
- You can make the searches as general (over a range) or as specific (single item) as you wish.
- You have the ability to save the search parameters you specify for a particular report so that each time you select to generate a sales analysis, you can use those same search parameters but maybe modify the date range.
- The data on your report can be sorted in various ways, for example by date or by customer.
EditGenerate a Report
In order to generate a report, you must specify what you would like to search for and how you would like the search results sorted on the report. You are not required to use all the search parameters provided. However, the more search parameters you use, the more specific the search becomes. For each search parameter, you can specify a range by entering a "From" value and a "To" value. To specify a single value to search on, enter the same value in the "From" and "To" fields.
1.
Saved Reports - By default, this selection box will show “Custom”. If you click on the down arrow to display the pull-down menu, the menu will list the names of customized reports that have been previously generated and saved. To customize a report, refer to the section below on “How to Customize a Report”.
2.
From/To Order Date: Specify a date range for orders within which you would like to perform a search. You can type in the date in the format mm/dd/yyyy or select from the calendar icon.
By default, From Date is filled in with the date that is one month prior to the current date. To Date is filled in with the current date.
If you submit a search without a To Date, the report will be empty.
If you submit a search without a From Date, the report will contain data from the first of the month up to the To Date you specified.
If you submit a search without both a From Date and To Date, the report will be empty.
To specify a single date, enter the same date for both To Date and From Date.
3.
From/To Invoice Post Date: Specify a range of invoice post dates for orders within wich you would like to perform a search. You can type in the date in the format mm/dd/yyyy or select from the calendar icon.
4.
From/To Customer: Specify a range of customers for which you would like to perform a search. Note that the search is done using customer numbers, not customer names.
By default, From Customer is blank and To Customer is set to ”zzzzzz”. If a search is done using these values, all customers in the database will be searched.
To specify a specific customer, enter the same customer number in both the From Customer and To Customer fields.
If you do not know the customer number, click on the search icon next to the input fields. The Search for Customers window will appear from which you can select a customer number.
5.
From/To Base Product - Specify a range of base products (work order types) you would like to generate a report for. The search will be performed on the products specified as well as those listed in between them on the pull-down menu.
6.
From/To Product - Specify a range of products you would like to generate a report for.
7.
From/To Branch - Specify a range of branch offices you would like to search for.
8.
From/To Assigned To – Specify a range of field agents you would like to perform the search on.
9.
From/To Vendor – Specify a range of vendors that you would like to search for.
10.
From/To Salesman – Specify a range of sales people you would like to search for.
11.
From/To Territory– Specify a range of territories for work orders to search for.
12.
Sort By: Select a sort method for the search results from this pull-down menu.
13. If you would like to save the values you have entered for the search parameters, for example if you would like to use the same values at a later time, click on the
SAVE button. The values will be used as a customized set of parameters that you can choose from for future searches. Refer to the section below on “How to Customize a Report” for more information on the SAVE button.
14. Click on the
SUBMIT button to begin your search.
Sample Sales Analysis Report
The following is an example of a sales analysis report that was generated after clicking on the
SUBMIT button:
 Sales Analysis Report - Results |
a. Click on the EXPORT button to export the data displayed onto a Microsoft Excel spread sheet.
b. Click on the PRINT button to preview the report before printing to the default printer.
 Sales Analysis Report - Print Results |
EditCustomize a Report
1. Make the menu selection
Reports⇒Sales Analysis from the navigation bar.
2. Enter values for the desired search parameters on the Sales Analysis page. Refer to the section above on “Generate a Report” for more information on the search input fields.
3. Click on the
SAVE button to save these search parameter values for a customized report.
4. You will be prompted at the bottom of the Sales Analysis page for a title for the set of search parameters you are saving. Enter a title, for example:
 Customize a Report |
5. Click on the
SUBMIT button to save the customized values into the database under the given title.
6. You will see a message below the Sales Analysis page title that says something similar to “Report
copy service 2-08 to 2-09 has been saved.” The report title will be added to the Saved Reports drop-down menu on this page so that you can select it at a future time.
7. The next time you choose to generate a report, you can select this title from the Saved Reports drop-down menu and the input fields on the page will automatically be filled with the search parameter values you saved for that title. You have the option to edit those fields, for example to update the dates, before clicking on the
SUBMIT button to generate the report.
Delete Saved Report
If you no longer need to generate reports using the customized search parameters you previously saved, you can delete the saved search parameters.
1. Make the menu selection
Reports⇒Sales Analysis from the navigation bar.
2. On the Sales Analysis page, select the report title that you wish to delete from the
Saved Reports drop-down menu.
 Delete a Customized Report |
3. The page will automatically be updated with the search parameter values for that report, and a
DELETE button will appear next to the
SAVE button at the bottom of the Sales Analysis page.
4. Click on the
DELETE button and a confirmation window will appear asking “Are you sure you want to delete this Report?”
5. Click on
OK on the confirmation window to delete the customized settings, or
Cancel to ignore your request.
6. If you click on
OK, you will see a message below the Sales Analysis page title that says something similar to “Report
copy service 2-08 to 2-09 has been deleted.” The report name will also be removed from the Saved Reports drop-down menu.