Sales performance by products report (RetailSalesPerfromanceByProduct)

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 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Use this report to view and compare sales performance by product during periods that you specify. This report includes the sales quantity, sales amount, profit margin, and profit percentage.

Note

This report can also be accessed in Enterprise Portal for Microsoft Dynamics AX, and the report data is filtered by store. 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.

Number of rows

By default, the report prints 100 rows of information. Enter another number to change the number of rows on the 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

RetailSalesPerformanceByProduct

Location of report in the AOT

SSRS Reports\Reports\RetailSalesPerformanceByProduct

Menu item of the report

RetailSalesPerformanceByProduct

Navigation to the report

Click Retail > Reports > Sales performance by products.

To access the report from Enterprise Portal, click the Retail tab. Under Reports, click the Performance by product 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

  • INVENTTABLEEXPANDED 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).