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Sales analysis report (SalesAnalysis)

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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, Microsoft Dynamics AX 2012

Use this report to view the invoice sales within a specific time period, or by a specific salesperson or sales unit.

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

Group by

Select to group sales by salesperson or by sales unit. The salesperson is an employee.

From date

Select the start date of the sales analysis for the report.

To date

Select the last date of the sales analysis for the report.

Sales person

Select the salespeople whose sales are included in the calculation of the report.

Sales unit

Select the sales units to include in the calculation of 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

SalesAnalysis

Location of report in the AOT

SSRS Reports\Reports\SalesAnalysis

Menu item of the report

smmSalesAnalysis

Navigation to the report

Click Sales and marketing > Reports > Sales management > Sales analysis.

Where the data in this report comes from

The data on this report comes from the following sources:

  • DynamicsAXOLAP

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).