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Sales report with Margins

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I am having a difficult time find a report that will allow me to choose a date period for a month and show me the sales with my COGS to see the margin either by business unit, grouping or some category. Any help would be appreciated.

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  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,907 Super User 2024 Season 2 on at
    RE: Sales report with Margins

    Customer / Item Sales - show sales amount, and profit for each sold item to each Customer.

    Try creating "Inventory Analysis Report" - it is similar to Inge's mentioned Financial Reporting, where You define Rows and Columns - You can create needed rows and then provide the filter how values are calculated - it can be Item or Item Group with a filter to global dimension. In columns You can set to show value beginning balance Balance at end date, net change, year to date and others and for this period show Quantity, Sales Amount, Cost amount, Unit Price,  Unit cost and others.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Sales report with Margins

    I think you have to create you own report for that using Financial reporting - what used to be called account schedule.

    Maybe you can find some inspiration here:

    learn.microsoft.com/.../bi-how-create-analysis-views-reports

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