Cost Comparison Report

This section describes the specifics of accessing and interpreting the Cost Comparison report.

Opening the Report

You can find the report at Reports > Price Book > Cost > Cost Comparison.

The Cost Comparison report can be opened at all levels:

Account
Company
Division
Location (Station)

For more information, see Viewing Reports.

Viewing the Report

The Cost Comparison report allows you to compare the advanced cost data of the selected vendor with the same cost data of other vendor on the selected locations (stations) within the specified period.

To generate the report:

Below the Filters section, select the vendor which cost data will be compared with the cost data of other vendors.
Click Advanced and apply other filters, if needed. For details, see Filtering and Sorting the Report Data.
Click Refresh.

The report contains the following information:

UPC
Description
Size
Manufacturer
Category
Station

The fields above can be displayed optionally depending on the values selected in the Fields To Show filter. For more information, see Filtering and Sorting the Report Data.

For each vendor selected in the report filters:
VIN
Purchases
Case Cost
Unit Cost

Filtering and Sorting the Report Data

To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.

The report provides the following filtering and sorting options:

Custom Date. Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
Yesterday
Current Month
Current Quarter
Current Year
Last Month
Last Quarter
Last Year
Last 12 Months
Filter By. Use this option to filter the report data by the vendors which cost data you need to compare with the initially selected vendor's cost data.
Filter by Item Tags. Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned.
To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags.
Sort By: Select this option to sort the report results further.
Subtotal. Select this option to subtotal the report results by Category or by Station.
Station Included. Select the stations you want to view the report for.
Fields to Show: Select the items fields to be displayed in the report.
Mode: Select the Group By Items option, if needed.

Below the Filters section, you can also select the following additional options:

Lowest Level or Highest Level
Freeze Headers

For more information on additional report features, see Reports.