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Use this form to set up business statistics inquiries that can help you analyze the performance of your business. For example, you can set up a business statistic to include sales for all customers for the year. You can then update the statistics and view the data as a graph or in a format that can be copied to a spreadsheet for further analysis.

You can create business statistics for the following sales or purchase relations:

  • Sales per customer

  • Sales per customer group

  • Sales for all customers (sales orders)

  • Purchases per vendor

  • Purchases per vendor group

  • Purchases for all vendors (purchase orders)

You can combine each of the above specifications with one of the following options:

  • Per item

  • Per group of items

  • For all items

Note Note

For each business statistic, you can specify how often the statistics should be updated and what optional information on the tab to include in the business statistics.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

Enter or view information about the business statistics that are defined for your company.

Setup tab

Enter additional details about the business statistic that is selected on the tab.

View a graphic representation of the data for the business statistic.

Buttons

Button

Description

Refresh the data for the business statistic that is selected on the tab.

View current data for the selected business statistic in a grid format.

Set up display options, select the data to include in the graph, and refresh the graphic that is shown on the tab.

Fields

Field

Description

Enter a name that describes the type and level of your business statistics.

Select an item relation from the list.

  • Calculates statistics for each item in the form.

  • Calculates statistics for each item group in the form.

  • Calculates statistics for all items in the form.

Select a sales or purchase relation from the list.

  • Calculates statistics for all customers in the form.

  • Calculates statistics for each customer in the form.

  • Calculates statistics for all items in the form.

  • Calculates statistics for all vendors in the form.

  • Calculates statistics for each vendor in the form.

  • Calculates statistics for all items in the form.

Select this check box to include the total quantity sold or total quantity purchased in your statistics.

Note Note

Typically, you would total amounts when totaling statistics per item number.

Select this check box to include the total revenue amount or purchase amount in your statistics.

Select this check box to include the total amount of the line discounts in your statistics.

Select this check box to include the total cost values in your statistics.

Enter a date interval code, also known as a period. When you update your business statistics, a total for each date interval that is specified for the date interval code is calculated. For more information, see Date intervals (form).

Select this check box to include the business statistic in the update when you select in the field.

If this check box is not selected, the business statistic is included in the update only when you select .

See Also