Overview

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The  Gross Margin Report looks at the percentage and profit margin based solely on sales and the cost of producing those sales. For financial reporting, it gives you a picture of how much revenue is left after deducting all the direct costs of producing and selling the product. Gross Margin is the “KING” and is a key indicator to watch for any business.

Installation

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To install the Gross Margin Report extension:

1. Navigate to Extensions → Extension Store.
   
2. Find and select the extension Gross Margin Report.
   
3. Click Install.
   
   
   

Usage

1. Open the Gross Margin Report. You can do this from three locations:
   
1. From My Extensions: Navigate to Extensions → My Extensions. Double-click Gross Margin Report and click Run Report.
   
2. From the Inventory Module: Navigate to Inventory. Under the Reports section, select Additional Reports. When the pop-up appears click Gross Margin Report. 
   
3. From the Extension Store: Navigate to Extensions → Extension Store. Double-click Gross Margin Report and click Run Report.
   
2. Select you desired Reporting Period.
3. Configure Report Parameters:
   
1. Display By: Determines the time intervals (Years, Quarters, Months, Weeks, or Days) used to group and display your data.
2. Compare Against: Benchmarks your current data against Previous Years or the immediately Prior Periods.
3. Number of Periods: Sets how many past intervals (e.g., last 3 months) to include in the report.
4. Cost Type: Choose which cost basis to use: Last Cost (most recent), Historical Average, or Current Cost.
5. Price Types: Determine the revenue basis: Average Sales Price, Last Price paid, or the standard Item Price.
6. Sort Field: Organizes the results by specific metrics like Quantity, Cost, Item, Sales Price, Margin %, or Category.
4. Run the Report.
   
   
   

This report contains all of the normal formatting, filtering and sorting that our standard reports offer.

1. Filter by Location: Limits the report to data from specific location or warehouseses.
   
2. Filter by Qty: Excludes items that fall outside a specific range of units sold
   
3. Filter by Sales Price: Restricts the results to items sold within a specific price bracket.
   
4. Filter by Item: Focuses the report on a specific product or a group of selected products.
   
5. Filter by Cost: Screens for items based on their individual unit cost, useful for identifying high-value inventory.
   
   
   

Header/Footer Settings

Used for document identification and branding:

1. Set the Title, Header text, and Footer text (optional) for the printed or exported report.
   
   
   
   

Charts Settings

Optional addition of visual elements like a Line, Bar, or Pie Chart directly onto the report to illustrate trends.

Format Settings

Page Setup: These settings control the physical layout for printing:

1. Adjust Paper Size
   
2. Adjust the Margins
   
3. Orientation (Portrait/Landscape).
   
4. Choose to print in Color or Black & White.
   
5. Set Pages per Sheet
   
6. Set the Scaling for print optimization.
   
   
   
   

Format Numeric Field: Controls how numbers appear in columns:

1. Increase or decrease the Decimal Precision.
   
2. Set Display Value for Zeroes (e.g., -, Zero, or 0.00).
   
3. Define Negative Number Presentation (e.g., (1.1), -1.1, or - 1.1).
   
4. Option to display negative numbers in RED.
   
   
   

Command Buttons

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These buttons provide direct actions related to managing, viewing, printing, or distributing the report configuration and output:

1. Run Report: Generates the report based on the currently selected settings and view mode.
2. Settings Drop-down:
   
1. Hide Settings: Collapses the entire settings panel from view.
   
2. Save Settings: Saves the current configuration to your user account with a custom name for later use.
   
3. Select Saved Settings (Load): Loads a previously saved report configuration.
   
4. Restore Default Settings: Reverts all report options back to the system default values.
   
3. Open New Report: Opens a new, blank Gross Margin Report tab/window.
   
4. Print: Sends the currently viewed report configuration to a connected printer.
   
5. Export: Converts the report output to various file types (PDF, XLSX, DOCX, etc.). Note: This button is only enabled when the report is in Analyze View Mode.
   
6. Send via Email: Attaches the report output and prepares an email for distribution.