TRAVERSE Global v11.1

Trend Analysis Report

The Trend Analysis Report shows the number of items you sold during a period. You can use it to analyze trends in the sales of your inventory items.

The following calculations are used in the report:

Field	Calculation
Quantity (purchases)	Quantity purchased - Quantity returned
Quantity (sales)	Quantity sold - Quantity returned
Revenue (sales)	Total sold - Total returned
Cost (purchases)	Cost of purchases - Cost of returned purchases
Cost (sales)	Cost of sales - Cost of returned sales
Avg Unit Price (sales)	(Total sold - Total returned) / (Quantity sold - Quantity returned)
Avg Unit Cost (sales)	(Cost of sales - Cost of returned sales) / (Quantity sold - Quantity returned)
Avg Unit Cost (purchases)	(Cost of purchases - Cost of returned purchases) / (Quantity purchased - Quantity returned)

 

1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
2. Select the date range for the report from the Fiscal Period/Fiscal Year From and Thru fields.
3. Select the transaction type for the report from the View section.
4. Select whether to include additional detail in the report by selecting the Print Detail check box.
5. Select Reporting or Base for the unit of measure from the Unit of Measure field. 

   Select	To
   Reporting	Get the quantities printed on the report in the unit of measure you selected as the reporting unit of measure on the Unit Defaults tab in the Item setup.
   Base	Get the quantities printed on the report in the base unit of measure set up for the items.

6. Click a command button to    

Click	To
Print	Process the Trend Analysis Report.
Output	Output the reports as a PDF.
Send	Save the report as a PDF and attach it to an email using your default mail program.
Preview	View a preview of the Trend Analysis Report.
Reset	Set all fields to their default values.