Running the Sales Order Margin Analysis Report

  1. Open the Sales Order Margin Analysis Report.
  2. For these fields, select the range of values you want to include in the report:
    • Sales Order
    • Customer
    • Ship Date
  3. Select Increment Date to put the report on the Background Queue and have the system automatically increment the date range and re-run the report.
  4. Specify this information:
    Sort By
    Select whether you want to sort the report by customer number or by sales order.
    Page Break on Sales Order
    Select this check box if you want to print each sales order on a new page.
    Display Report Header
    Select this check box if you want to print report headers on the output.
  5. Click Preview to view the report output before printing.
  6. Click Print to run the report and print the output.