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Overview

This report shows the sales values by period selection for each customer 

Image of report result

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Margin and Gross Profit

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Percentage set to Custom

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Running the report

  1. In the Navigation panel, go to Reports then Analysis Reports.
  2. In the list of reports find the category Sales and then double click on Sales by Salesperson by Customer by Category by Period

  3. The Analysis screen will appear as below image. 

  4. Click on the Bind Data icon on the top panel
  5. The bind analysis data box will appear

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  6. Select the Parameter in this case Period Range Period Parameters

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Margin and Gross Profit Percentage set to Custom....

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  2. After you have clicked ok the report runs
  3. Result appears as above image.

Use Case