COGS Analysis by Location

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The COGS Analysis by Location Report runs the amounts of specified COGS types for designated locations over a selected period of time. This report compliments the COGS Allotment Report because it provides further analysis into the COGS Types and the cost percentage of each item against its type budget amount. Even further, Vendors associated with each Location will have Vendors with a listing of hyperlinked invoices to analyze any disparities that arise.


Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

  1. Open the Reports app. 
  2. Navigate to My Reports
  3. Enter all or part of the report name in the search bar.
  4. The Results tab will open with the list of search results.
  5. From beneath the report name, click Run to run the report with the selected report view.
    -OR-
    Click Customize to adjust the report parameters and run the report. 



Report Parameters

Field/Column

Description

Start Date

The beginning date for the report.

End Date

The end date for the report.

Location

A listing of all locations.

COGS Type

A listing of all COGS types created for the selected location.

Run Button

Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action.


Report Columns

Field/Column

Description

Vendor Breakdown by Location

The locations organized alphabetically with vendors and associated invoices.

Total Cost by Location

The total COGS for that COGS type and location. The total cost is then broken down by vendor. This is the first number in each column before the 'Total'.

Percentage of Total Cost

The percentage of that COGS type divided by the total cost. This is the second number in each column before the 'Total'.

Total

The total COGS by location.


Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.