How can I see total purchases? By unit? By manufacturer? By division? on Usage>Purchase Details Descending Dollar. “Product Click on to stop the auto report. “Cancel” Click on to select date range. “Month” Report will generate for all customers / divisions. To view the division, wait until the report finishes generating. Click on the first by” to “View expose the Division column. To view the customer name, click on by” and click on You will see the clock “Then “Go”. spinning, indicating that the data is being refreshed. Sample report showing division and customer: How can I see extended product information? Use the by” or by” on any of the reports. “View “then To see all data elements at the invoice line level, run a Data Download Report. How can I pull purchases for a specific product group without knowing all of the product numbers? Pull the report by Class, Category or Group. In the example, we will pull a report for all Chicken breasts purchased. Click on the selection box enter the words breast” into the with” box. “Group” “Chicken, “Begins Click on the button to the immediate right. “Go” Note: If you don’t know the Group name for a particular product, look on the use the Product Hierarchy posted on the Welcome page or look for the assigned hierarchy in any of the Purchase reports for the products. All of the groups that begin with breast” will appear. “Chicken, Click on the double arrows to move all of the groups to the box and click on “Selected” “OK”. You will be returned to the main screen. Click on in the upper right corner. The report will “Go” generate in a minute or two.
How can I see total purchases? By unit? By manufacturer? By division? on “Product Usage>Purchase Details Descending Dollar. Click on “Cancel” to stop the auto report. Click on “Month” to select date range. Report will generate for all customers / divisions. To view the division, wait until the report finishes generating. Click on the first “View by” to expose the Division column. To view the customer name, click on “Then by” and click on “Go”. You will see the clock spinning, indicating that the data is being refreshed. Sample report showing division and customer: How can I see extended product information? Use the “View by” or “then by” on any of the reports. To see all data elements at the invoice line level, run a Data Download Report. How can I pull purchases for a specific product group without knowing all of the product numbers? Pull the report by Class, Category or Group. In the example, we will pull a report for all Chicken breasts purchased. Click on the “Group” selection box enter the words “Chicken, breast” into the “Begins with” box. Click on the “Go” button to the immediate right. Note: If you don’t know the Group name for a particular product, look on the use the Product Hierarchy posted on the Welcome page or look for the assigned hierarchy in any of the Purchase reports for the products. All of the groups that begin with “Chicken, breast” will appear. Click on the double arrows to move all of the groups to the “Selected” box and click on “OK”. You will be returned to the main screen. Click on “Go” in the upper right corner. The report will generate in a minute or two.
Business%20Analytics%20-%20Frequently%20Asked%20Questions%20-%20v2.docx