This article will demonstrate how to customise the standard Sales By Item Report to include a running history of sales by items and publish this on your dashboard in a graph. This can be applied to any report used within your business.
Customising the Sales by Item Report:
- Go to Reports
- Navigate down to Sales
- Across to Sales by Item
- Click Customise Summary
- Next, give the report a Name
- Click on Save and Create Snapshot
- Next, give the snapshot a Name
- Navigate to the List subtab
- Check the Narrow Portlet and Wide Portlet checkboxes that correspond to Item and Quantity Sold
- Next, navigate to the Graph subtab
- Confirm that Item Type has populated correctly into the X AXIS field. If not, open the drop-down menu and manually select this
- Confirm that Qty. Sold has populated correctly into the Y AXIS field. If not, open the drop-down menu and manually select this
- Click Save
Adding the report to your Dashboard:
- Go to Home
- Navigate to Dashboard
- Click on the Personalise link
- Click Report Snapshot
- Click on one of the Report Snapshots icons to add the report portlet to your Dashboard
- Click Home to return to your dashboard and locate the new portlet
- Click on the Portlet Settings icon
- Click Set Up
- Select the snapshot just created in the Snapshot Drop-down
- Set the Display Type to Graph
- Click Save
The portlet will now show you your custom Sales by Item in a graph. You can set the date in the Date dropdown provided on the portlet.