# Sales Summary Report + Report by Price List/Book

**URL:** <https://community.breww.com/t/sales-summary-report-report-by-price-list-book/3671>\
**Category:** Ideas & feature requests\
**Tags:** idea-completed\
**Created:** [4 January 2024 11:01 UTC](https://community.breww.com/t/sales-summary-report-report-by-price-list-book/3671 "2024-01-04T11:01:27Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![toby-hicks1](https://community.breww.com/user_avatar/community.breww.com/toby-hicks1/32/1675_2.png) [@toby-hicks1](https://community.breww.com/u/toby-hicks1)\
**Post date:** [4 January 2024 11:01 UTC](https://community.breww.com/t/sales-summary-report-report-by-price-list-book/3671/1 "2024-01-04T11:01:27Z")

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Hello

It would be great if there was a Sales Summary type report that shows the number of products sold, organised by product type. Whilst also showing the volume and net sales value over a set date range.

Currently all of the reports are very narrow-focused and we are finding it extremely difficult to access the data we need through the reports currently available. The most useful type of report is a broad-focused summary of sales volume and value accross products, product types and customer type. This allows you to monitor sales, identify trends of what is selling and what is not and then, if needed drill down deeper into the data with a more focused report.

However there does not appear to be a way to run such a report currently. So we are having to run multiple focused reports and then break them down, filter and re-combine them manually in a spreadsheet. This is extremely time consuming and increases the liklihood of human error.

Our prior system could produce a sales summary report with Volume, Nett Price Paid and Qty of specific products sold arranged by customer price list and product catagory in a handful of mouse clicks and less than a thirty seconds of time. It is a bit of a shock to find tasks which took moments previously now in some cases take hours.

It would also be good if reports could be run using customer price list/book as a metric. This would allow us to run reports targeting specific types of customers more quickly.

Kind regards

Toby

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [14 February 2024 10:31 UTC](https://community.breww.com/t/sales-summary-report-report-by-price-list-book/3671/3 "2024-02-14T10:31:04Z")

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@toby-hicks1 have you had a chance to try out the new “Pivot table” functionality on the “All sales” report yet? I believe this should resolve your request for you, but can you please confirm either way?

If you haven’t seen it, here’s the announcement:

> [@Pivot table reporting - better data analysis within Breww](https://community.breww.com/t/pivot-table-reporting-better-data-analysis-within-breww/3860):
>
> We’re excited to release the first part of a series of updates to Breww’s reporting suite. We’ve been working on a pivot table analysis tool and have enabled this on the pre-built All sales report as a starting point tada We plan to roll this feature out over other pre-built reports and your own [Raw data explorer](https://community.breww.com/t/reporting-via-the-aggregate-report-builder-and-raw-data-explorer/559) reports in the coming weeks/months. To get started, go to the All sales report and choose one of the Pivot analysis options in the Output style field. You will be able to build your…

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [29 February 2024 13:22 UTC](https://community.breww.com/t/sales-summary-report-report-by-price-list-book/3671/4 "2024-02-29T13:22:59Z")

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I’ve not heard back, so I’ve set this thread to close in 7 days, on the assumption the new Pivot tool covers this for you.

If you still need more here, please reply within 7 days (or raise a new request if you miss the 7-day deadline). Thanks.

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [7 March 2024 13:23 UTC](https://community.breww.com/t/sales-summary-report-report-by-price-list-book/3671/5 "2024-03-07T13:23:04Z")

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This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.
