# EyeQ: Online Sales Report

HTML version: [EyeQ: Online Sales Report](https://support.gladstonesoftware.cloud/eyeq/eyeq-online-sales-report)

## Problem
You need to generate a report in EyeQ to show information about online sales made via Connect, Join At Home, or MobilePro within the last 6 months.

## Resolution

1. Log into EyeQ.
2. Go to **Query Builder** and select **Create a Query**.
3. In the **Select Fields** section, add the following:

   - **Sales Detail Table:**
     - Contact ID
     - Booking Cancelled
     - Gross Amount
     - Net Amount
     - Participation Date Time
     - Participation Site
     - Payment Method
     - Product ID
     - Quantity
     - Status
     - Status Date
     - Tax Amount
     - User ID

   - **Contacts Detail Table:**
     - Full Name

   - **Product Hierarchy**
     - Cost Centre
     - Department
     - Product

4. In the **Conditions** section, add:

   - **Sales Detail Table**: Payment Method

5. Modify the condition to read:  
   - **Sales Detail Payment Method is equal to XXXX**, where "XXXX" is the Payment Method for online transactions.
   - By default, this is usually **WEB** for online transactions, but this can vary depending on your system configuration.

6. If your online systems use more than one Payment Method, repeat step 5 for each, and change the selection criteria from "**all** of the following apply" to "**any** of the following apply".

7. Click **Save** and provide a name for the report (e.g., "Online Sales Report").

8. Click **Save and Open**, then choose **Export as Pivot**.

9. Open the report in Excel. If prompted, click **Enable Content**.

10. In the Pivot Table, organise the following fields:

    - **Filters/Columns:**
      - Sales Detail User ID
      - Sales Detail Booking Cancelled
      - Sales Detail Status
      - Sales Detail Payment Method
      - Sales Detail Contact ID
      - Sales Detail Status Date

    - **Rows:**
      - Product Hierarchy Cost Centre
      - Product Hierarchy Department
      - Product Hierarchy Product

    - **Values:**
      - Sales Detail Quantity
      - Sales Detail Gross Amount

11. (Optional adjustments in Excel Pivot Table:)
    - Change the Pivot Table Design to **Show in Tabular View**.
    - Re-group **Sales Detail Status Date** if needed.
    - Select **Do Not Show Subtotals**.
    - Change **Gross Amount** column format from General to Currency.
    - To remove cancelled bookings, filter **Sales Detail Booking Cancelled** to “No”.
    - Use the **Sales Detail Status Date** filter to select your desired date range (e.g., "Yesterday").

12. Save the Excel Pivot Table.

## Notes

- **Determining the Online Payment Method:**
  - Individual system configurations may vary. To confirm which Payment Method is used for your online sales, check as follows:

    - **Connect:**
      - Open Plus2 and go to **Configuration > System > Configuration**. Expand the **Connect** tab to find the Payment Method.
    - **Join At Home:**
      - Open the GMC and go to **Configuration Manager > Configuration**. Select **Join@Home** from the **Product** drop-down menu, expand **Application Configuration**, and locate the Payment Method.
    - **MobilePro:**
      - Open the GMC and go to **Configuration Manager > Configuration**. Select **Advanced Web Service** from the **Product** drop-down menu, expand **Payment Settings**, and locate the Payment Method.

- The default Payment Method for online transactions is traditionally **WEB**, but this may be different depending on your specific setup.

- If your system uses multiple Payment Methods for online sales, be sure to include all relevant Payment Methods in your conditions.