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In the case of the Sales Journal, the quantifying factor is the date an invoice was created for the customer. The job's initial order date, shipping date and even the completed date have no bearing on the creation of this report.
| o | Blank - it is not recommended that you leave both date fields blank. This may result in a "blank" or inaccurate report. |
| o | To: Date only - this will show you everything from the beginning up to the specified date. |
| o | Both - this will show you results for the specified date range. |
| o | Sales Rep - limits the results to a single Sales Rep. |
| o | Use special commission rep - run the report based on the sales rep on the job, not the rep on the Customer Shipping record. |
| o | Customer - limits the results to a single Customer. |
| o | Master Customer - limits the results to a single Master Customer. |
| o | Detail Level - Adjust to control how much information you would like to see on the report. |
| ▪ | Customer totals only - limits the results to a list of each customer, showing their totals. |
| ▪ | Job and customer totals only - each customer will have their own section, listing each job and their totals. |
| ▪ | Line items without unit pricing - each customer will have their own section, listing each job and their line items. Only the extended pricing will be show for each line item (no quantities or unit pricing). |
| ▪ | Full Detail - each customer will have their own section, listing each job and their line items. Quantities and unit pricing will be shown, as well as the extended pricing for each line item. |
| o | Group by sales rep - each sales rep will have their own pages within the report, and the last page will show a summary of all sales reps with their totals. |
| o | Page break on ship to - Especially useful when creating a report for a single Master Customer. This option allows you to create "individual reports" for all shipping locations while still providing totals for the full report. |
| o | Don't show cost and margin - In cases where you may be presenting this report to your client, you may not want to represent your actual costs and margins. Flagging this option removes this data and provides end-user pricing information. |
| o | Don't show total orders invoiced - By default, each page will be titled with the total number of orders that have been invoiced within the requested date range. Flagging this option removes this notation completely. |
| o | Export - The ability to export data is a powerful tool provided by the Xebra. Exports from the Xebra Reporting module will be provided in a *.csv (comma delimited, text file) format to be used in third-party spreadsheet and database applications (i.e. Microsoft Excel). |
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