Parts Sales Analysis Allocation Summary
Use the Parts Sales Analysis Allocation Summary screen to run sales analysis reports based on allocation. To open this screen, navigate to Product Support > Parts > Parts Reports then click Sales Analysis.
Report To Run options are:
| Field | Description |
|---|---|
| Parts Sales Analysis Allocation Summary | Runs reports based on allocation. |
| Parts Sales Analysis By Customer Within Salesperson | Runs reports based on customer within salesperson. |
| Parts Analysis By Customer | Runs reports based on customer. |
Enter a Start Date and a Stop Date for the report by clicking the 
button.
Report Type options are:
| Field | Description |
|---|---|
| Detailed Report | Runs a Detailed Report. |
| Summary Report | Runs a Summary Report. |
Select Printer searches for and selects which printer the report is printed to.
Click the or PDF checkbox to generate a PDF version of the report.
Enter a Customer Number or search using the 
button. Click the 
button to add multiple customer numbers to the report.
Click Submit to submit the report.
Click Close to complete your work on the Parts Sales Analysis Allocation Summary screen.
Revision: 2025.12