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Access Sales by Category – Transaction Detail

3 views 0 June 26, 2021 kbadmin

You can access the Sales by Category – Transaction Detail report by clicking the Sales by Category – Transaction Detail link as depicted in the following figure:

Upon clicking this link, following prompt is displayed:

This prompt displays Category ID, Start Date, and End Date parameters and Value fields to display the corresponding parameter values. By default the Value field of Category ID parameter is filled with the value ALL.

Click the  button. The search operation is performed using the entered Category ID, Start Date, and End Date parameters and the report is generated. A sample report is displayed in the following diagram:

The report header displays the Transaction Eff- Date Between.

The contents of the report are the following:

Column Name Description
Txn Displays the transaction ID.
Eff. Date Displays the effective date of the transaction.
Txn Line Displays the transaction line number.
Txn Line Type Displays the type of the transaction.
Product ID Displays the ID of the product which was participated in the transaction.
Sales Amt Displays the sale amount.
Qty Displays the quantity of the product.
Credit Amt Displays the credit amount.
Attainment Displays the amount achieved by the payee.
Attain Percent Displays the percentage of amount achieved by the payee.
Payout Period Displays the period on which the transaction amount was received.
Commission Rate Displays the commission rate in percentage.
Goal Amt Displays the target amount set.
Payee ID Displays the ID of the payee.
Incentive ID Displays the ID of the incentive.
Payout Amt Displays the commission amount paid to the payee.
Currency Displays the currency in which each transactions have undergone.

The report also displays the Total Credit Amount, Total Attainment, and Total Payout Amount.

The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see Pagination and Export Options sections.

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