By default, there is no report to obtain the sales data by Ship-to-state.
However, the AQB (Advanced Query Builder) can be used to create a custom report showing Sales by Ship-To State for the specified time period.
First, create a custom filter to retrieve the Sales Invoices list with the shipping state. Follow steps 1 to 6 of the Building a Custom Report using Advanced Query Builder SQL Statements article, using the following SQL query:
i.cust_code, c.name, i.order_no, i.INV_AMOUNT, i.TAX_AMOUNT,
a.state AS ship_state, a.COUNTRY,
a2.state AS bill_state, a2.COUNTRY AS bill_country
invoices i WITH (nolock)
INNER JOIN cust c WITH (NOLOCK) ON (i.cust_Code = c.CUST_CODE)
LEFT OUTER JOIN address a WITH (NOLOCK) ON (i.ship_code = a.addr_code)
LEFT OUTER JOIN address a2 WITH (NOLOCK) ON (i.bill_code = a2.addr_code)
i.status = 9 AND
i.ORDER_DATE >= :startDate AND
i.order_date <= :endDate
After the filter has been created you can directly execute the report by following these steps:
- In the main Everest window, navigate to the Advanced Filters option under the "Filters" bar.
- Select the Filter that you created in the previous steps.
- Enter the desired date ranges.
- Click OK.