Customer Multiperiod Analysis (SAR210)

Using Reports

Use the Customer Multiperiod Analysis program to print customer information stored in the SA customer file in three formats.

Report information includes the following:

• Accumulated - customer number and name, sales, cost, gross margin($) and/or gross margin (%) for the ending period selected and the range of periods selected.
  
• Comparison - customer number and name, sales, cost, gross margin ($) and/or gross margin (%) for the ending period selected, the period selected for the comparison, and the percentage difference, and the range of periods selected, range selected for comparison and the percentage difference.
  
• Multiperiod - customer number and name, sales, cost, gross margin($) and/or gross margin (%) for each period within the range of periods selected plus a total for each period and for the range of periods.
  

In all three formats report totals are included and if customer class or salesperson/territory print order is selected, then subtotals are printed. The total number of customers listed is also included.

Templates that store "current period" (or similar values like "system date") resolve to the "current period at the time the report is run" rather than what the "current period" was at the time the template was created. For example: If you save a template for the Customer Multiperiod Analysis and select "Current Period" for the Beginning Period field, when that template is selected to run again (either manually or via Job Stream) the current period will be derived based on the setting of Current period in the Nonstatic Control F/M (SAF990) when the report is run not the period when the template was created.

Click Field Descriptions for information on each field.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails

Register procedures