Sales Report: Default Grouping

Grouping by Rows
 
In the basic Sales Report, data is grouped by Customer, then by Account, and then by Invoice, and finally by Sales person. As a result, there are 4 hierarchical grouping levels with links between them being of the parent-child type. To see sublevel details in the generated report, you have to drill down to lower levels.   
 
For more details on grouping data in reports, see Group Report Data.
 
The default groupings are defined in the rows section of the basic sales report. To define the groupings, the fields have been added by which data in the report has to be grouped by rows. However, you can change the pre-defined settings and choose how to group data by yourself.
 
To do that
 
1. On the page for configuring report parameters, click the Customize button.
 
2. Use the rows section to view and customize the default groupings.
 
You can delete, rearrange and add new fields to the section by which you wish to group data.
 
For more information about report customization, see Customizing Reports.
 
To add fields for grouping
 
  • In the rows section, click the Select an option box, and then select a field by which you want to group data from the list of options.
 
The list displays fields from the selected report type which you can use to group data y rows.
 
Fields for Grouping
 

Field

Used for grouping sales data by

Customer

Customers who purchased your goods/services during the defined report date range.

Sales volume is analyzed for each customer.

Account

Bookkeeping accounts involved in sales transactions with active customers.

Invoice

Sales invoices issued to customers.

Sales person

Sales employees who issued invoices. Sales volume is analyzed for each sales employee.

Currency

Currencies of issued invoices.

Date

Specified time period within the report date range.

You can group data by:

  • Minute-of-hour
  • Hour-of-day
  • Day-of-week
  • Day-of-month
  • Day-of-year
  • Month-of-year
  • Year
 
Grouping by Columns
 
In the Sales Report, by default columns are grouped by Currency, then by Year, and finally by Month.  These groupings form a vertical hierarchy with each grouping level being displayed as a header under/ above a header of a higher/lower level groupings.
 
The groupings by columns are defined in the columns section of the report, and you are allowed to change them as in case of the groupings by rows. You do that as follows:
 
1. On the page for configuring report parameters, click the Customize button.
 
2. Use the columns section to view and customize the default groupings.
 
As with groupings by rows, in the columns section, you add fields by which you want to group data. The set of fields available for grouping data by columns is the same as for grouping data by rows.