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Posted by Al on May 15, 2008, 9:39 pm
Please log in for more thread options We figured out how to edit the report and your post was helpful but we
realized that the problem is how the Profit Margin value for the Grouped
items is calculated. We have posted another question in the forum about the
GroupMethodAverage option to see if there is another way to calculate the
Grouped Profit Margin values.
Thanks for your help.
Al
"convoluted" wrote:
> Hi Al - the default installation path of reports is
> C:Program FilesMicrosoft Retail Management SystemStore OperationsReports
>
> First, right click Sales - Detailed Sales report.qrp and select properties;
> uncheck "read only", then apply, then click OK.
>
> Then right click the report again but select "Open", then select "Select the
> program from a list"; on the list that appears, select "Notepad" then uncheck
> "always use the selected program to open this kind of file", then click OK
>
> You will see the syntax of the report; navigate to the "profit" and "profit
> margin" columns and have them read as I set them up; then click File - Save
> (you may get prompted for a location, save it in the same path with the same
> name with the extension ".qrp")
>
> Restart Store Ops Manager, your changes should have taken effect.
>
> ** Some RMS users like to keep all original reports the way they are,
> instead making copies of the original report then making changes in the
> copied report. If you want to go this route, when you first right click the
> Detailed Sales Report select "copy" and then paste it in the same directory.
> Rename it "Custom - My Detailed Sales Report.qrp", then proceed with the
> changes. The report will be saved in the "custom" area of the Reports
> section in Store Ops Manager - - this is probably a better approach in case
> you make a mistake editing the original report, that way it will always be
> there in case you need to revert back to it. **
>
> Hope this helps.....
> "Al" wrote:
>
> > Well, I'm definitely lost...! I'm not familiar how and where to edit a
> > report. If you could please walk me through this. Much appreciated! Thanks
> > for you quick response.
> >
> > "convoluted" wrote:
> >
> > > Hi Al - the report as originally designed was not set up to take into
account
> > > returns.
> > >
> > > Here's how I edited my profit and profit margin report columns on the
> > > Detailed Sales Report.
> > >
> > > Begin Column
> > > FieldName = "Profit"
> > > DrillDownFieldName = ""
> > > DrillDownReportName = ""
> > > Title = "Profit"
> > > VBDataType = vbCurrency
> > > Formula = "((TransactionEntry.Price -
> > > TransactionEntry.Cost)*TransactionEntry.Quantity)"
> > > ColHidden = False
> > > ColNotDisplayable = False
> > > FilterDisabled = False
> > > ColWidth = 900
> > > GroupMethod = groupmethodSum
> > > ColFormat = ""
> > > End Column
> > >
> > > Begin Column
> > > FieldName = "ProfitMargin"
> > > DrillDownFieldName = ""
> > > DrillDownReportName = ""
> > > Title = "Profit Margin"
> > > VBDataType = vbDouble
> > > Formula = "CASE WHEN TransactionEntry.Quantity > 0 AND
> > > TRANSACTIONENTRY.PRICE > 0THEN ((TransactionEntry.Price -
> > > TransactionEntry.Cost) / TransactionEntry.Price) ELSE 0 END"
> > > ColHidden = False
> > > ColNotDisplayable = False
> > > FilterDisabled = False
> > > ColWidth = 900
> > > GroupMethod = groupmethodAverage
> > > ColFormat = "0.00%"
> > > End Column
> > >
> > > If you know how to edit reports, replace the profit and profit margin
> > > columns by copying/pasting the above text; save the report; exit store ops
> > > manager and go back in - see if this addresses your issue. If you're not
> > > clear on how to edit reports reply and we'll walk you thru it - Hope this
> > > helps.....
> > >
> > > "I used to get lost in the shuffle.......now I just shuffle with the lost."
> > >
> > > "Al" wrote:
> > >
> > > > On the "Detailed Sales Report" all sales returns are posted with a
profit
> > > > instead of a "negative" profit amount. This leads to an incorrect
"Profit"
> > > > and "Profit Margin" number.
> > > > Any idea what I'm doing wrong?
> > > > Thank you very much in advance for your help!
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