Location Report to compare to Sales Comparison(Ent) report

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M1EnterpriseTech
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Location Report to compare to Sales Comparison(Ent) report

Post by M1EnterpriseTech »

There is a report available to Multi Location shops with an Enterprise called "Sales Comparison (Ent)"

Several shops have asked about a report they can run at the location(s) to get the same data. There are two: (see below)
  • Go to Reports on the Home Ribbon | All Reports | Sales | Service Package Line Group Previous Period Comparison
  • Go to Reports on the Home Ribbon | All Reports | Sales | Service Package Line Group Previous Year Comparison


To customize and save layout to appear similar to the Sales Comparison(Ent) report follow steps below:
  • Go to Summary on the ribbon In the Summary Setting dialogue under Define Summary Setting click the drop down for Column and select
    Parts | Leave Type setting to Sum | Click Add button.
  • Then for Summary Options | Display summary at... Click the drop down and select Grand summary on top with group by summary or Grand Summary on Top
Note: You will want to repeat steps above to add each column you want a total to appear at top (i.e. Labor, Sublet, Parts Cost, Labor Cost, etc ..) to match Sales Comparison ( Ent) report.
  • Then Save Layout from ribbon | Name custom report | Save Parameters
It will now show up under My Reports for the User that created report. Please see Enterprise forum in the Reports Category to learn how to deploy report to other users.
Enterprise Support Specialist
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