Steps to generate Sales Summary reports

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#If a window opens asking whether you wish to enable macros, click '''Enable Macros'''.
#If a window opens asking whether you wish to enable macros, click '''Enable Macros'''.
#When the '''Sales Summary Report''' window opens:
#When the '''Sales Summary Report''' window opens:
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##In the '''Select Store''' field, click the arrow and select the store’s data that you want to use for the report.
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#*In the '''Select Store''' field, click the arrow and select the store’s data that you want to use for the report.
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##In the '''Start Date''' field of the '''Sale Date Range''' area, click the arrow and choose the date on which you wish to start analyzing sales summary information.
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#*In the '''Start Date''' field of the '''Sale Date Range''' area, click the arrow and choose the date on which you wish to start analyzing sales summary information.
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##In the '''End Date''' field, click the arrow and choose the date on which you wish to end analyzing sales summary information.
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#*In the '''End Date''' field, click the arrow and choose the date on which you wish to end analyzing sales summary information.
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##Select if you want to print the report according to '''Delivery Date''' or '''Sale Date'''.
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#*Select if you want to print the report according to '''Delivery Date''' or '''Sale Date'''.
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##Click '''Finish'''. The report generates and opens in Excel.
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#*Click '''Finish'''. The report generates and opens in Excel.
#To print your report from Excel, on the '''File''' menu, click '''Print'''.
#To print your report from Excel, on the '''File''' menu, click '''Print'''.
#If you want to save the report from Excel, on the File menu, click '''Save'''.
#If you want to save the report from Excel, on the File menu, click '''Save'''.
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Back to [[Business Reports]]
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Back to [[Sales Summary Reports]]

Current revision

  1. On the FTD Mercury Main Menu, click Business Reports.
  2. Double-click Mercury Forms.
  3. Double-click on the Sales Summary Report icon to open the template.
  4. If a window opens asking whether you wish to enable macros, click Enable Macros.
  5. When the Sales Summary Report window opens:
    • In the Select Store field, click the arrow and select the store’s data that you want to use for the report.
    • In the Start Date field of the Sale Date Range area, click the arrow and choose the date on which you wish to start analyzing sales summary information.
    • In the End Date field, click the arrow and choose the date on which you wish to end analyzing sales summary information.
    • Select if you want to print the report according to Delivery Date or Sale Date.
    • Click Finish. The report generates and opens in Excel.
  6. To print your report from Excel, on the File menu, click Print.
  7. If you want to save the report from Excel, on the File menu, click Save.

Back to Sales Summary Reports

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