{"id":3755,"date":"2018-10-29T14:05:19","date_gmt":"2018-10-29T14:05:19","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=3755"},"modified":"2018-10-29T14:05:19","modified_gmt":"2018-10-29T14:05:19","slug":"how-to-use-the-gross-margin-analysis-grid","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=3755","title":{"rendered":"How to use the Gross Margin Analysis grid"},"content":{"rendered":"<ol>\n<li>Go to\u00a0<strong>Sales Analysis &gt; Gross Margin Report<\/strong><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-48482 aligncenter\" src=\"https:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2018\/10\/Capture-2.png\" alt=\"\" width=\"227\" height=\"186\" \/><\/p>\n<ol>\n<li>Select\u00a0<strong>Report By\u00a0<\/strong>(if it isn&#8217;t already selected) and fill in the following information;<br \/>\n1. Choose to run the report either\u00a0<strong>By Customer\u00a0<\/strong>or\u00a0<strong>By Product.<\/strong><br \/>\n2. In\u00a0<strong>Code<\/strong> <strong>Selection\u00a0<\/strong>select the <strong>From<\/strong> and <strong>To<\/strong> of the <strong>Customer<\/strong> <strong>Codes<\/strong> or the <strong>Product<\/strong> <strong>Codes<\/strong> that you would like the report to run.<br \/>\n3. Select a start date by using the <strong>From<\/strong> option and an end date using the <strong>To<\/strong> option, to set a <strong>Date<\/strong> <strong>Range<\/strong> for the report<br \/>\n4. You can then choose to have the report show <strong>Totals Only<\/strong>, <strong>Summary<\/strong> or <strong>Detail<\/strong> &gt; <strong>Summary<\/strong> being the default option<br \/>\n<strong>5. Sort<\/strong> <strong>By<\/strong> can be used to sort the report by\u00a0<strong>Route<\/strong>, <strong>TeleUser<\/strong>, <strong>Market<\/strong> etc.<\/li>\n<li>All of the above information should be filled into the fields highlighted by the red box below.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3758\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2018\/08\/Report.png\" alt=\"\" width=\"1043\" height=\"540\" \/><\/li>\n<li>Once you have completed the above &gt; Click the\u00a0<strong>Load\u00a0<\/strong>icon as shown below to run the\u00a0<strong>Report<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3759\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2018\/08\/load.png\" alt=\"\" width=\"120\" height=\"68\" \/><\/strong><\/li>\n<li>The\u00a0<strong>Report\u00a0<\/strong>will look similar to the one shown below &gt;\u00a0<strong>Customers<\/strong> are shown in the top section and\u00a0<strong>Products\u00a0<\/strong>are shown in the bottom section of the report<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3760\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2018\/08\/Report-2.png\" alt=\"\" width=\"1030\" height=\"532\" \/><\/li>\n<li>If you would like to change the\u00a0<strong>Report By\u00a0<\/strong>settings, you can click on the\u00a0<strong>Restart Report\u00a0<\/strong> button highlighted in the image below with a red box, which will clear the report and set the options back to default.<\/li>\n<li>If you would like to\u00a0<strong>Export\u00a0<\/strong> the report as a <strong>CSV\u00a0<\/strong>file\u00a0to open in\u00a0<strong>Excel,\u00a0<\/strong>click on the\u00a0<strong>Export<\/strong> button highlighted by the green box in the image below.<\/li>\n<li>To\u00a0<strong>Print\u00a0<\/strong>the report simply click on the\u00a0<strong>Print<\/strong> button highlighted by the blue box in the image below.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3761\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2018\/08\/Report-2-1.png\" alt=\"\" width=\"1030\" height=\"532\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Go to\u00a0Sales Analysis &gt; Gross Margin Report Select\u00a0Report By\u00a0(if it isn&#8217;t already selected) and fill in the following information; 1. Choose to run the report either\u00a0By Customer\u00a0or\u00a0By Product. 2. In\u00a0Code Selection\u00a0select the From and To of the Customer Codes or the Product Codes that you would like the report to run. 3. Select a start [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[297,334,371,408,445,482],"class_list":["post-3755","post","type-post","status-publish","format-standard","hentry","category-howtooffice","tag-customer-spend","tag-customer-sales","tag-yearly-sales","tag-weekly-sales","tag-montly-sales","tag-yearly-spend"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/3755","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3755"}],"version-history":[{"count":0,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/3755\/revisions"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}