The Item Trend report shows how items have performed within a year. This is especially helpful when identifying which months sold the most items, and what items sold specifically.
Accessing the Report
There are two ways you can access this report.
Click on “Reports,” “Merchandising Reports,” and “Item Trend Report” from the toolbar.
Or, click on the “Reports” button on the “Main Menu.”
Next, click on “Merchandising Reports.”
Then, select “Item Trend Report.”
Either way, you’ll end up at the following screen. This screen will default to preset fields, and the date range will automatically default to your current month and day.
However, you may adjust the fields as necessary. You can also save these adjustments and set them to automatically appear the next time you open the report by selecting “Save as Defaults for this Report (except dates).”
This report might be multiple pages depending on the size of your inventory. Keep this in mind if you are going to print the report.
Setting Up Your Report
Show Subtotals Only: Selecting “Yes” will only include units sold in your current date range and your current QOH.
Group By: This controls how Artisan will sort your report. For example, if you choose Category Tree, Artisan will sort each section alphabetically by category.
2nd Group By: If you want to further filter how Artisan organizes this report, select either by Category Tree or Vendor Code.
Sort By: Determine how you want individual items listed (ex. Item Code).
Selected Sales Date Range: Enter the range you want data pulled from for this report.
You may further filter this report to include only specific items, descriptions, vendors, vendor purchase numbers, item keywords, and categories. Simply type in the item code, description, vendor code, etc or use the magnifying glass to locate them.
There are other fields to the right of this section to include and exclude other items by discontinued, variants, consignment, non-inventory, out-of-stock, and other options.
Price Range: Leave as-is to use the default amounts or enter a specific price range.
Unit Cost Range: Leave as-is to use the default amounts or enter a specific Unit Cost Range.
Example Report
Click image to enlarge
RCV: This row represents the quantity received into Artisan within the specified date range. For example, in January 2021, we received two butterfly paintings.
SAL: This row represents the quantity sold of each item within the specified date range. For example, in January 2021, we sold three butterfly paintings.
Due: If any items are currently on order, the quantity will show here.
QOH: The current amount of this item you have in stock.