Sales Analysis Report (RSA)

Sample Report

About the Sales Analysis Report

Use the Sales Analysis Report (RSA) to print sales, cost, and gross profit information about your customers. You can print period-to-date, year-to-date, and last year's information. You can use this report to:                                 

• Rank your customers based on sales, gross profit  dollars, or gross profit percent.

• Print a list of your top customers (for example, the top 50 customers).     

RSA gets its information from customers' departmental history in Customer Maintenance. If you keep departmental history (if the Keep Dept History field is Y), this report updates the Department tab at period-end and year-end.  

Multistore:  Departmental history is store-specific. If you use Option P or Y, you can run one report for each store, or one report for all stores (leave the Store field blank). If you use Option P or Y,  leave the From and To fields blank. This ensures that the report includes all customers.       

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Printing the Sales Analysis Report

1. From the Eagle Browser, click Reports, Accounts Receivable Reports, Sales Analysis Report (RSA). The Sales Analysis Report window displays.

2. If you have set up a Default Report Profile for this report, you can simply click Run to use the defaults. Or, you can retrieve a saved report, make any necessary changes, and click Run. Otherwise, continue with the next step.

3. From the page, review the default entries in the fields and make changes if needed.  For a definition of each field, click here.

4. Click . In the Print Options field, click in the box to the left of the options you want.  For a definition of each option, click here.

5. (Optional) Click . A page of fields displays. Fill in the desired fields to limit the accounts that are included on the report.  For a definition of each field, click here.

6. (Optional) Click . Fill in the desired Account Codes to include or exclude accounts.  For a definition of each field, click here.

7. (Optional) Click . A page of fields displays. Fill in the fields if you want to fax the report. For a definition of each field, click here.

8. Click Run if you are running this report now, or click Queue if you are adding this report to a queue. For more information about creating queues, click here.

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