What is a Sales Order Detail Report?
Sales order detail reports are considered sales analysis- and data validation tools and are often used by sales managers and accountants to track and review sales transactions. Some of the key functionality in this type of report is that it can be filtered by period and other parameters to show the desired data. The rows are grouped and totaled by customer with each line item showing Document #, Document date, product, sales person, quantity, rate and price. The two charts on the top of the report shows sales by items ranked by amount and item by sales quantity. You find an example of this type of report below.
Purpose of Sales Order Detail Reports
Companies and organizations use Sales Order Detail Reports to analyze transactional sales data. When used as part of good business practices in sales and accounting departments, a company can improve its reconciliation of sales transactions and offer self-service reporting for team members as well as reduce the chances that end users become dependent on accountants to provide sales reports.
Sales Order Detail Report Example
Here is an example of a self-service, web-based Sales Order Detail Report.
You can find hundreds of additional examples here
Who Uses This Type of Report?
The typical users of this type of report are: Sales managers, sales people, accountants.
Other Reports Often Used in Conjunction with Sales Order Detail Reports
Progressive sales and accounting departments sometimes use several different Sales Order Detail Reports, along with sales summary reports, sales dashboards, open and closed sales order reports, sales commission reports, opportunity pipeline reports, profit & loss reports and other management and control tools.
Where Does the Data for Analysis Originate From?
The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.
In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards?
Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
Corporate Performance Management (CPM) Cloud Solutions and More Examples
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards