The Sales by Retailer Report provides key order data for each retailer, including total sales volume per connection. It includes metrics such as location, price type, extended costs, and more. This report can be used to prepare for appointments with specific retailers or to analyze your top retailers or regions and their total sales volume.
How to Run the Sales by Retailer 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 by Retailer.
- Select the order statuses, filter options, and report options you wish to report on. You may also select Convert To and provide exchange rates to convert all price types to a single currency.
- To access the report, click Run Report.
- The resulting report will include a summary of the report in the top right corner, showing a sum of total sales per currency for all accounts included in the report. The report will display the retailer name, customer code, location information, and sales volume per currency for each account. The report scrolls left to right to include as many useful columns as possible.
- To refine your report, you may utilize additional filters (ship dates, event, order status, and sales rep) and/or click the Filter button 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 three tabs: Report Summary, Data Summary, and Worksheet.
Report Summary
This tab will display the filters that have been set for the report, along with the same summary section for the report as is available on the web.
Data Summary
This sheet will aggregate the total volume of sales by retailer. It will split the total volume by currency for each account if more than one account is selected on the report. The rows highlighted in gold will contain the total units ordered and the total amount of sales for each account.
Worksheet
This is the raw data from the report. As you can see, this tab provides a detailed breakdown of the report information, organized by PO number. This tab can be used to create additional reports and pivot tables as needed.