SP Richards POS Report – Monthly

SP Richards POS Report – Monthly

1. Open the SSRS database –

http://adc-ssrs/Reports/Pages/Folder.aspx?ItemPath=%2fMarketing&ViewMode=Detail

1. Choose “SP Richards – Sales Data By Item By Period” first.

1. On the new screen, enter the date range of the last month and select “View Report”.

1. Click on the floppy disk icon and choose “Excel” to export.

1. A new window will pop-up with the data; choose “Open”.

1. When Excel opens, choose “Enable Editing”.

1. Remove Periods 2 & 3 data, leaving only this year’s data:

1. This should only leave the current year’s data, the month that you chose when you ran the report on the SSRS site.

1. Scroll to the bottom to double-check the totals, then save the report here under the correct year’s folder. Be sure to keep the report open, as you will need it later.

1. Go back to the main screen of the SSRS report and choose “SP Richards – Office Depot Data by Item by Period”.

1. Follow the same steps to enter the dates and export the data into an Excel spreadsheet.

1. Remove the columns for periods 2 & 3, and check the totals.

1. At the bottom of the spreadsheet, right-click on the tab and choose “Move”.

1. In the pop-up window, choose the saved POS report that you just created earlier and select “move to end”. Then click OK.

1. Now, both pieces of your POS report are in the same Excel workbook. Save the Excel spreadsheet and close it.

1. Draft an email as shown below, attach the POS report, and send.