Sales Analysis Reporting Canada

1
Sales Analysis ReportingCanada
2
Inside Cooper Access
3
Sales Reporting Instructions
Step 1 Login in to www.insidecooper.com
Step 2 Choose reporting from the menu bar
4
Sales Reporting Instructions
Step 3 Click Yes on the Security Screen
Step 4 Choose Division Reporting from second
level menu bar
5
Sales Reporting Instructions
Step 5 Choose Cooper
Crouse-Hinds from the Detailed Navigation area
6
Steps to process report Sales by Branch
7
Sales by Branch
Step 1 of 5 Choose Sales by Branch under detailed
navigation
8
Sales by Branch enter required values
1
2
3
Step 2 of 5

• To select MTD sales, enter prior month-end
  closing date. To select YTD sales enter todays
  date.
• Enter 2100 for Cooper Crouse-Hinds Canada
• Customer group is used to limit customers based
  on the type of customer. If the field is left
  blank all customers are selected. Customer types
  are
• Enter 01 - Full Line Distribution only
  Enter 02 - Commercial only Enter 03 -
  Commercial Plus only

Check and verify that both required fields have
been entered
9
Sales by Branch process report
CCH Canada
1
Step 3
2
Step 3 of 5
2
1. Click the execute button
2. Indicates the query is processing
3. Results displayed when processing is
complete.
Navigation Block
3
Report results
10
Sales by Branch Save the report
Step 4 of 5 1. Click the Excel Button
2. Click the Open button
1
2
11
Sales by Branch- Excel output
1
To
2
Step 5 of 5
From
1. Click the save button and pop-up box displayed.
3
2. Change the Save as type option from Web
Page to Microsoft Office Excel Workbook.
3. Click the save button
12
Sales by Branch- Excel Report
Report columns B to N
Sales District, Office, Group, Corp. Customer,
Sold-To, City, State
Report columns O to AD
Total Prior YR Sales for Industrial,
Commercial, Molded Products, V Prior and Current
YTD Sales for Industrial, Commercial, Molded
Products, V
13
Product Line Report
14
Product Line Report
Step 1 of 5 1. Choose Sales Analysis under
detailed navigation
15
Product Line Report
1
CCH Canada
2
Step 2 of 5

• For current YTD sales through prior day, enter
  current month and year. For month to date, enter
  prior month-end closing date (MM/CCYY)
• Enter 2100 for Cooper Crouse-Hinds Canada

16
Product Line Report
Step 2 of 5 continued

• For specific Sales Group, such as New Brunswick,
  Click Selection Button.
• Pop-up box displayed of sales group values.
• Enter first two characters of sales group
  followed by asterisk .
• Click Find
• Click box next to the value to be selected. Click
  the transfer Button.

5
6
7
8
9
17
Product Line Report
Step 3 of 5 1. Process the report by clicking the
execute button 2. Identify the product
hierarchy basic view field. 3. Click the drill
down button 4. Scroll down to review the report
2
Transferred from Prior step
1
3
4
18
Product Line Report
1
2
Step 4 of 5

• To expand the hierarchy field to display the
  product lines, click on Electrical Distribution.
• The second level of the product hierarchy will be
  displayed.

19
Product Line Report
Step 5 of 5 To display details within a product
line.
1
1. Left click the arrow next to the product
Line description. In this example Control
Apparatus. 2. The next level of detail for
Control Apparatus is displayed.
2
20
Additional Reports Using Navigation Block
21
The Navigation Block Sales By Branch
The navigation block allows you to access
additional fields and add the information to your
sales report.

• Sales by Branch report query commonly used fields
• Select Corporate Customer

Remove filter deletes the filter value
displayed in the navigation block
Drilldown in the rows displays information by
creating new rows in the report
Drilldown in the columns displays selected
field information by creating new columns on the
report
Select filter value Limits the information on
the report to the values identified by updating
the filter.
Remove drilldown Removes the selected field
from the report.
22
Filter on Corporate Customer
1
2
3
4
Step 1 of 2
5
1. Identify Corporate customer field
2. Click the filter button for that field
3. The pop-up filter selection box will be
displayed
6
4. Enter the corporate customer name (In CAPS)
5. Click the Search in Text button
6. Click the Find button
Always enter the search value in CAPS and click
the Search in Text button
23
Filter on Corporate Customer
2
1
1
4
3
Step 2 of 2
1. The corporate account is displayed for
selection.
4. All the REXEL - NEDCO sold-to accounts are
displayed
2. To select the customer click the box button
3. Click the Transfer button to process the query
24
Navigation Block- remove filter Corp. Customer
1
2
3
Step 1
1. The corporate customer filter value is
displayed.
2. To remove this filter click the Trash Can
button
3. The filter on customer Graybar is removed and
all customers are displayed on the report.