You can only select the targets for the summary types for which you selected to maintain targets (Sales Analysis Summary Setup).

Indicate the year for which you want to generate the report.

The month to date figures will be for the current Accounts Receivable month in the selected year.

The year to date figures will be for all the months up to and including the current month in the selected year.

A performance report reflects the percentage variance between the expected targets and the actual.

This is obtained as follows:

(Actual - Target) / Target * 100 = Performance %

Example:

Where the Target is 469328 and the Actual is 227287. The Performance Percentage calculates to 51,5% minus. This means you are still short 51.5% of your Target. You have only achieved 48.5%.

An achievement report reflects what percentage of the target has been achieved.

This is obtained as follows:

Actual / Target * 100 = Achievement %

Example:

Where the Target is 469328 and the Actual is 227287. The Achievement Percentage calculates to 48,5%. This means you have only achieved 48.5% of your Target. You are still short 51.5%.

These options enable you to indicate how you want the program to deal with zero balances.

Select this to exclude (ignore) all the data where zero values are held against them.

Select this to include all the relevant data, regardless of whether zero values are held against them.

Select this to only print the data where zero values are held against them and ignore any other data.

Targets including Sales Analysis targets are not only defined against the Sales Value; they can also be defined against the calculated Profit, Quantity, Mass and Volume.

You therefore need to indicate the required comparison at the time of generating the report.

Select this to show the actual Sales and Gross Profit for the month and YTD versus the defined Sales and Profit target for the month and YTD, with a calculated percentage variance.

Select this to show the actual Quantity for the month and YTD versus the defined target Quantity for the month and YTD, with a calculated percentage variance.

Select this to show the actual Mass for the month and YTD versus the defined target Mass for the month and YTD, with a calculated percentage variance.

Select this to show the actual Volume for the month and YTD versus the defined Target Volume for the month and YTD, with a calculated percentage variance.

Select this to print the actual or target month-to-date and year-to-date sales figures in descending sales value sequence.

You indicate which value you want to print in descending order in the Value to use field.

This applies if you selected the Sort by descending value option.

Select one of the following:

This option is selected by default, but can be deselected if subtotals are not required.

You can only select this option if you did not select the Sort by descending value option.

If subtotals are required, then the report sequence determines the different breaks. Each key area of the selected summary type in turn, defines these.

When the summary type has only one key area, no subtotals are printed. If the summary type has two key areas, only one subtotal prints. If the summary type has three key areas, two subtotals will be printed.

Select this to start a new page after printing a subtotal.

This applies only when subtotals are required. It is not relevant for summary types that have only one key area.

If a summary type has two key areas, then the 2nd key area is defined as being the detail part. This means that when the 1st key changes, the program prints a subtotal, and then starts a new page.

If a summary type has three key areas, then the 3rd key area is defined as being the detail part. This means that the 2nd key area is taken as the first subtotal and the 1st key area is taken as the second subtotal. When these two keys change - the program prints a subtotal, then starts a new page.