Performance Report

Procedure

The Performance report provides information about item sales, quantity on-hand, and costs. A summary and a detail version of this report are available.

To generate the Performance report:

On the Report menu, click Performance. The Performance Report Criteria window appears.
To select a range of dates for the report period, click the Period fields and type a date range in the fields, or click the button beside the fields and select a date from the pop-up calendars. Click OK.

Note
The default date range in the Period fields is based on the previous inventory control period.

End of the note.
To define a range of vendors that supply the items, click Vendor and select a vendor from each list.
To define a range of departments that contain the items, click Department and select a department from each list.
To clear the information from the criteria window, click Reset.
To generate the report based on the criteria in the window, click Generate Detail Report.
Do one of the following:
- To generate the Performance Summary Report, click Generate Summary Report
- To generate the Performance Detail Report, click Generate Detail Report.

Note Note

The dates shown in the Last Sold column associated with a specific PLU, reflect the most recent inventory period within the date range specified on the Criteria window.

End of the note.