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The Analysis - Outsourcing By Customer report shows total outsourced cost, price and markup for each outsourced type per customer per outsourced type for a specified period of time.


Step     Action

  1.       Select {Reports} and then select {Analysis - Outsourcing By Customer By Type} under the Analysis section. A Generate Report modal will open.



   2.      Complete the fields.


Field
Description
CustomerSelect a Customer option from the drop-down menu.
Sales Rep Type
Select a Sales Rep Type option from the drop-down menu.
Sales Rep
Select a Sales Rep option from the drop-down menu.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.

    3.      Select {Generate}.


             Note: You may need to confirm the file to be opened/saved before 

             proceeding, depending on your web browser. The file will open or be saved 

             to your computer depending on your web browser.



Report columns include:

  • Customer Name   
  • Customer Number    
  • Sales Rep    
  • Type
  • Cost    
  • Price    
  • Markup