Sales profitability by salesperson and customer (AR673000) report

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This report (available in the Summary and Detailed formats) shows the net sales amounts, costs, margins, and margin percentages calculated for the sales performed by particular salespersons during the specified date range. The report in detailed format shows the data broken down by customer. Additionally, you can filter the data by item.

The report is available if the Commissions functionality is enabled in the Enable/disable functionalities (CS100000) window.

Report parameters

You use the following parameters to select the information to be displayed on the report:

Element Description
Report format

The format of the report.

Select one of the following options:

  • Detailed:
    To view the profitability information for each order in the specified date range.
  • Summary:
    To view the summary data for each item for the specified date range.
Company

The company the report should cover.

Select a company, or leave the field blank to view data on all companies.
By default, the current company is selected.

This field is available only if the Multi-branch support functionality is enabled in your system, in the Enable/disable functionalities (CS100000) window.

Branch

The branch the report should cover.
Select a branch, or leave the field blank to view data on all branches.
This field is available only if the Multi-branch support functionality is enabled in your system, in the Enable/disable functionalities (CS100000) window.

From date

The start date of the date range of the report.

By default, the first date of the current period is selected.

To date

The end date of the date range.

By default, the current date is selected.

Salesperson

The salesperson for which you want to view information.

Leave the field blank to view information on all salespersons.

Customer

The customer for which you want to display data.

Select a specific customer by its ID, or leave the field blank to view information for all customers.

Item

The item for which you want to view information.

Leave the field blank to view the sales profitability information for all items.

Released transactions only

A check box you select to include in the report only the released transactions.

To view a broader range of data, make sure the check box is cleared.

Completed transactions only

A check box you select to include in the report only the completed transactions.

To view a broader range of data, make sure the check box is cleared.