Reporting

Our company is running four branches from one data base.

I am looking to create an inventory report which will show me the item number, item description, and the quantity sold for each location, month by month. This would be for a one year period.

Where is the best spot to build that report? GridView or Sales Analysis?

Thank you.

Hello Barb:

The Sales Analysis database provides what you need to create a report using GridView.

Are you intending to have columns like:
-Item number
-Description
-Sales for Loc 1
-Sales for Loc 2
-Sales for Loc 3
-Sales for Loc 4

You could do this with GridView.

When you create the View, choose "Adagio Composite Tables" then choose "*SR Trans with SR Description". You can select Item Number and Description but the other 4 columns will have to be Calculated columns. You may also have to Filter the records to skip the tax and miscellaneous charge lines.

Barb:

The way I like to look at it is that Sales Analysis is the data warehouse and GridView is the reporting tool.

Bruce's description on how to do the report fails to explain one thing. For the calculated fields you need a formula;

if Location = "LAN" then amount else 0

etc for the other three locations. You then need to summarize the report. In the filter you will also want to set a date range.

Thank you both very much, that was quite helpful.