How do I create a customer turnover report?
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
If you are keen to start creating your own reports this article guides you through creating a very simple Customer Turnover report.
More Information
The Report Generator in Platinum is a very useful and powerful tool. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page who will be pleased to advise you on upcoming training course dates and availability.
Please see Report Generator - Getting Started for links to other useful articles.
Creating a Report
These instructions will guide you through creating a simple Customer Turnover list.
Go to " Sales Ledger Sales Reports Accounts Report Generator".
- Click [Add] to create a new report.
- Enter a unique "Report code" (max 3 characters).
- Enter a "Description" for the report (max 30 characters). Depending on your output style, this will be the heading which prints on the top of the report.
- Click [OK].
Follow the sections below in order:
Sort Order
- Under the "Var" column enter 'A01' - Ledger Code or press <Shift+F2> to select this variable from a list of available variables.
- Press <Enter> to move down to Row 2.
- Enter 'A09' - Account Turnover.
- Move across to "Width". Amend the value shown to be '-8.2'.
- Amend the "Dir" to 'R'. This will ensure the report produces information to show the account/s with the highest turnover value at the top of the report.
- Press <Enter> to move down to Row 3.
- Enter 'A02' - Account Code.
Press <Esc> to return the report menu.
Range Filter (1)
- Under the "Var" column enter 'A01'- Ledger Code.
- Press <Enter>.
- Press <Enter> twice to move across to the "Limit/Comparison" column.
- Enter 'S' to specify Sales Accounts only.
- Press <Enter> to move through the remaining columns until you are on the next row.
- Enter 'A09' - Account Turnover.
- Press <Enter> to move to the "Op" column.
- Enter '>' or press <F11> to view the available operators. In this case we are using Greater Than.
- Press <Enter> to move across to the "Limit/Comparison" column.
- The value should be set at 0.00. The report will only include customers with a turnover balance exceeding zero.
Press <Esc> to return the report menu.
Column Details
- Press <F2> to create column 1.
- Move down to "File Var." and enter 'A02' - Account Code.
- Press <Enter> then <Esc> and [Accept] the column.
- Press <F2> to create column 2.
 | The system will automatically enter the position at which the column will be printed. It uses the previous column position plus that column's width plus 1 to allow for a space. |
- Move down to "File Var." and enter 'A03' - Account Name.
- Press <Enter> then <Esc> and [Accept] the column.
- Press <F2> to create column 3.
- Move down to "File Var." and enter 'A09' - Account Turnover.
- Press <Enter> then move down to the "Before" field.
- Set the value to '08' - this will ensure the total of the report has enough decimal places to display values exceeding 999,999.99
- Press <Enter> then <Esc> and [Accept] the column.
- Use your arrow keys or tab button to move across to the "Groups" section.
- Under 'O' change 'N' to 'T'.
 | The system will automatically create a totals section at the bottom of the report. It will contain a formula which will total the turnover column for you. |
- Press <Enter> then <Esc> and [Accept] the column.
Press <Esc> twice to return to the report menu.
Test Run
All new reports will output to the screen. You can change this setting later in the [Output Options] section.
- Click [Test Run].
- Click [Start].
You should see a simple list of all customers whose turnover value exceeds zero.
Output Options
You may alter the report to default to a specific print record or to prompt you to choose when running the report.
- From the report menu select [Output Options].
- Select 'S' -Screen, 'P' -Printer or 'Q' -Query to be given the choice when running the report.
- When selecting 'P' you may specify the print record number to use.
- Press <Esc>.
Saving the Report
When you have completed your report click [Finish Editing] and click [Accept].
Having created this report you may wish to be brave and amend it to suit your purpose! See Modifying a Report Generator System Report for instructions on how to copy a report. This way you always have a backup to return to.
See also
