Click on the create report button to start creating a report

1. Enter a name for the report
2. Describe what the report is showing
3. Select the Product Sales view
4. Select a template for the report. Using the A4 Landscape with 8pt Detail Page Break after First Group Footer  provides the most amount of space for a report and will allow the report to be broken up by Client.
5. Enter a name for the folder the report will be saved in
6. Click on the next button

1.    Add the following columns to the report

• ClientName - Name of the client used in the transaction
• TicketNumber - The ticket number that appears on the docket
• DateOut - The data and time the transaction was completed
• ProductName - Name of the product
• LicensePlate - registration of the vehicle used in the transaction.
• Quantity - The number of units delivered of the product
• ProductStockUnit - The stock unit for the product.
• PriceExTax - The amount charged for a product less any applicable tax
• EPALevy  - The amount of the EPA levy if applicable
• Tax  - The amount of tax paid
• TotalPrice - The total amount charged for the transaction/
• ProductID - Link to the list of Products.
• ClientID - Link to a list of clients.
• ClientAccountNumber - The account number recorded for the client

2.   Set the column widths as shown in the screen shot.

3.   Hide ClientID  and ProductID columns as they are only used for filtering

4.   Remove the header for the ProductStockUnit column.

5.  Set the Alias for some of the columns to improve readability

6.   Add some left padding to further improve the readability of the report

Click Next to move to the next page.

1. Set the ClientName column as a grouped column and set sort type to Asc
2. Set the Ticket No column as grouped so we can get totals per transactions
3. Set the sort type for the DateOut column as Ascending and make sure it is number 2 in the sort order so that the transactions are sorted by a date not the ticket number.
4. Click on the next button

Set the DateOut , ProductID and ClientID as Allow Filter. then click next

1. Make the changes to Locations as shown above
2. Click on the Save button
3. Click on the view button

Note: The DateOut and Vehicle are both directly related to the Ticket and not the product so we can include them in the header with the Ticket.

The report can now be run with current data.

1. Set the DateOut criteria to a period the report needs to be run for.
2. Generate the report