EyeQ: Online Sales Report
This article explains how to show information relating to online sales made via Connect, Join At Home or MobilePro within the last 6 months.
- Log into EyeQ and select Query Builder > Create a Query.
- Add the following content into the Select Fields:
Table | Fields |
Sales Detail |
|
Contacts Detail | Full Name |
Product Hierarchy |
|
- Add the following content into the Conditions:
Table | Fields |
Sales Detail | Payment Method |
- Modify the condition to read Sales Detail Payment Method is equal to XXXX where xxxx represents the Payment Method for online transactions. Although individual database configuration may vary, the default Payment Method is traditionally WEB *.
- You may need to repeat step 4 if your online systems use independent Payment Methods remembering to change Select records where all of the following apply to Select records where any of the following apply.
- Select Save and provide a name for the report (E.g. Online Sales Report)
- Click Save and Open and choose Export as Pivot.
- Open the report in Excel remembering to Enable Content if prompted.
- Clicking inside the Pivot table, distribute the following fields as below:
Filters | Columns |
|
Sales Detail Status Date |
Rows | Values |
|
|
- Consider changing the Pivot Table Design to Show in Tabular View.
- Consider re-grouping Sales Detail Status Date if grouped.
- Consider using Do Not Show Subtotals.
- Consider updating the Gross Amount column from General formatting to Currency
- To remove cancelled bookings, consider changing Sales Detail Booking Cancelled to No.
- Use Sales Detail Status Date Filter to select an appropriate date range (e.g. Yesterday).
- Save the Excel Pivot table.