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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / In need of Units Per T...
Microsoft Dynamics RMS (Archived)

In need of Units Per Transaction Report

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Posted on by Community Member

This is my first post. I am in need of a Units Per Transaction Report for each rep. As they say if it can be measured it can be improved. We are trying to improve our add on sales. Does anybody have one they are willing to share or know how I can have one custom made?

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  • Suggested answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at

    Hi there.

    If you want to make a Custom report, first I would suggest is calling your RMS Partner. There was an old documentation on making Active Reports, maybe your RMS Partner is willing to share it with you...

    If You want to try it on your own (and You have basic knowledge of tSQL and RMS database structure), you can try this next, few basic steps:

    - open any of the existing Active Reports with Notepad, just to give you an idea of the structure of reports;

    - with the standard RMS SO Manager reporting option, open one report, do some changes like adding a filter or move columns or similar and then "memorize" the report. Now you will see that in the Reports folder, this new "saved" report will have a "Memorized" word in the name..

    - Change the word to "Custom" and the next time you open the Manager, you'll see the report is now under Customized reports

    - Now start editing the report, by adding new JOIN's to other tables, show new columns or delete existing ones, add filters, show formula-based columns (what you will need to achive your Units per Transaction field for example), etc., etc.,...

    Hope this helps,

    Kind regards, A.

  • Suggested answer
    CultureRisingNilsson Profile Picture
    CultureRisingNilsson on at

    I bought a bundle of RMS Reports from DRS which included Average Sales by Store and by Cashier, the Units per Transaction are calculated there. Probably the best $20 I've spent while using RMS.


    store.digitalretailer.com/DRS-Custom-Reports-Templates-218

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