The Sales Summary Report provides a comprehensive overview of total sales and units ordered. It includes order PO#, order totals, number of units on the order, start and complete ship date, order creation date, and other pertinent information.
How to Run a Sales Summary Report
- To access the Classic Order Reports, please log into your JOOR account and hover over Reports.
- Then, click on Classic Order Reports.
- On the ORDER REPORTS page, click on Sales Summary.
- Select the Order Statuses, Filter Options, and Report Options you wish to report on.
- You can also select Convert To and provide exchange rates to convert all price types to a single currency (outlined in red).
- Finally, click Run Report.
- The resulting report will include a summary of the report in the top right corner, showing a total of all sales per currency for all accounts included in the report. The report will display the date each order was created, the start and completion dates, the PO number, the status of the order, the number of units on the order, the wholesale total of the order, and the extended wholesale total. The report will scroll left to right to include as many useful columns as possible.
- To filter your report, simply click on the Filter button located below each column name. To sort results by information in a specific column, click on the arrows to the right of the column name.
Exporting the Report
- To export the report to Excel, click on the "Export" button.
- When exported, the report will appear as a workbook with two tabs: "Report Summary" and "Worksheet."
Report Summary
This tab will display the filter settings you have applied to the report, along with the same summary section as the web version.
Worksheet
This is the raw data from the report. As you will see, this tab contains all of the report information that appears on the web. This tab can be used to create additional reports and pivot tables as desired.