Wanting to report by margin is a common request and can be done within the CRM using the Sales Transaction Report entity. This help explains how to add Margin Value and Margin % to your Sales Transaction Report and how to add summaries using the Margin Value and Margin %.

Step 1: Create a Sales Transaction Report

To create a new Sales Transaction Report, create a new Report, You can do this using the Global Create button in the top right-hand corner, or from any of the Report groups located in the left-hand menu by clicking 'New Report'.

Step 2: Choose Sales Transaction Entity

Next, choose 'Sales Transactions' as the Report entity and click 'Next'.

Step 3: Field Selection

Then, tick the fields you want to include in the Report. This could be one or many different fields. We recommend the following:

  • Company Name

  • Transaction Date

  • Product Item ID

  • Product Description

  • Price

  • Ordered

  • Base Value (ex. tax)

  • Margin Value

  • Margin %

Once you've selected the required fields, click 'Submit'.

Step 4: Customise your Report

You'll now be presented with a list of all the sales transactions. From here, you can perform a variety of actions such as adding Filters, select more fields, perform bulk actions and save the Report to Excel. Once you've made your changes, remember to click the Save icon in the top right-hand corner.

Bonus Step: Adding Summaries

Adding summaries is a great way to enhance your Report. Simply select 'Grouping and Summary' from the three dots in the top right-hand corner of the Report, and drag and drop margin value and % - or any other fields - into summary. Then, click 'Submit'.

This will then add summaries along the top of the Report to display the total margin value on all sales transactions.

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