Sales performance by sales category report (RetailSalesBySalesCategory)

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Use this report to view and compare sales performance by sales category during periods that you specify. The sales category is based on the default sales category hierarchy. This report includes the sales quantity, sales amount, profit margin, and profit percentage. This report is only available to users who are assigned to the Merchandising manager role.

Note

This report can also be accessed in Enterprise Portal for Microsoft Dynamics AX. When you access the report in Enterprise Portal, the following sections of this topic do not apply:

  • How to filter the data on this report

  • How to work with reports

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Sort by

Select the sort order for the sales performance data on the report. Select one of the following options:

  • Sales amount

  • Gross profit margin

  • Sales quantity

From date

Enter the earliest date for the sales performance data to include on this report.

To date

Enter the latest date for the sales performance data to include on this report.

Printer

The printer that is currently selected. To select a different printer, click Destinations .... This field is blank if Screen is selected in the Print destination field.

Print destination

The destination where the report is produced. Click Destinations ... to change the destination for the report.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

RetailSalesBySalesCategory

Location of report in the AOT

SSRS Reports\Reports\RetailSalesBySalesCategory

Menu item of the report

RetailSalesBySalesCategory

Navigation to the report

Retail > Reports > Sales performance by sales category

To access the report from Enterprise Portal, click the Retail tab. Under Reports, click the Performance by sales category report. Specify a date range by using the From date and To date fields, and then click View report.

Where the data in this report comes from

The data on this report comes from the following sources:

  • DynamicsAXOLAP cube

  • CUSTINVOICETRANSEXPANDED table

  • ECORESSALESCATEGORYEXPANDED table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).