Gross Margin Report

What is a Gross Margin Report?

The Gross Margin Report provides a detailed analysis of sales performance and profitability by comparing sales revenue with the cost of goods sold (COGS). It enables businesses to evaluate gross profit and gross margin across different items, stores, brands, categories, and other dimensions over a selected period.

Using this report, users can identify profitable and low-margin products, analyze sales trends, compare performance across locations, and make informed pricing and inventory decisions. The report can also be customized by rearranging fields, applying filters, and displaying the data in different layouts to suit reporting requirements.

Running and Customizing the Gross Margin Report

To access and work with the Gross Margin Report in XoroERP, follow these steps:

1. Navigate to Menu > Reports > Sales > Gross Margin Report.

2. The report opens in Grid view by default.

3. Select the required filters from the top of the report.

4. Click the Refresh icon in the top-right corner to load the report based on the selected criteria.

5. Use the toolbar to customize, export, or change the report layout as required.

Report Filters

The report provides several filters that allow users to analyze gross margin data based on specific business requirements.

• Period: Filters the report using a predefined period or a custom date range.

• Sale Store: Filters the report for a specific sales store.

• Item or Desc: Allows users to search using the item number or item description.

• Brand: Filters the report by product brand.

• Category: Filters the report by item category.

• Item Group: Filters the report by item group.

• Ref Number: Filters the report using the transaction reference number.

• Order Number: Filters the report by sales order number.

After selecting the required filters, click the Refresh icon to apply the changes.

Gross Margin Report Fields

The report displays sales and profitability metrics that help analyze business performance.

Field	Description
Ship To Country	Displays the destination country associated with the transaction.
Transaction Date	Displays the transaction date used for grouping and analysis.
Item Number	Displays the unique item number or SKU.
Sum of Sales	Displays the total sales amount for the selected grouping.
Sum of Cost of Goods Sold	Displays the total cost of goods sold (COGS).
Gross Margin	Displays the profit amount calculated by subtracting the cost of goods sold from the sales amount.
Gross Margin %	Displays the gross margin as a percentage of sales.

The report dynamically groups and summarizes these values based on the selected fields and layout.

Drill-Down Functionality

Users can click any summarized value within the report to open the Details window.

The Details window displays the individual transactions that contribute to the selected summarized value, including information such as:

• Item Number

• Transaction Date

• Ship To Country

• Sales

• Cost of Goods Sold

This allows users to drill down from summarized report data to the underlying transaction records for detailed analysis.

Toolbar

The toolbar provides several options for managing, exporting, and customizing the report.

1. File

• Save My Layout: Saves the current report layout for future use.

• Restore Layout: Restores the previously saved report layout.

• Restore Filters: Removes all applied filters and restores the default filter settings.

• Save as New: Saves the current report configuration as a new report.

1. Tools

• Expand All: Expands all grouped data within the report.

• Collapse All: Collapses all expanded groups.

• Fill Group Cells: Repeats grouped values in blank cells for improved readability.

• Hide Group Cells: Hides repeated grouped values for a cleaner display.

1. Export:

Exports the report in supported formats for sharing or further analysis.

• Grid: Displays the report in a tabular format.

• Charts: Display the report using graphical charts for easier analysis and visualization.

Layout and Formatting Options

The Format, Options, and Fields buttons allow users to customize the appearance and structure of the report.

Format

The Format window allows users to customize how report values are displayed. Users can modify text alignment, configure thousands and decimal separators, define currency symbols and formatting, display custom values for null fields, and choose whether values are shown as percentages.

The window also supports conditional formatting, allowing multiple formatting rules to be applied to highlight important report data.

Options

The Options window allows users to configure how the report is displayed.

Available options include:

Grand Totals: Configure how grand totals are displayed:

• Do not show grand totals

• Show grand totals

• Show for rows only

• Show for columns only

Subtotals: Control how subtotals appear within grouped data:

• Do not show subtotals

• Show subtotals

• Show subtotal rows only

• Show subtotal columns only

Layout: Choose the report layout:

• Compact Form

• Classic Form

• Flat Form

After making the required changes, click Apply to update the report.

Fields

The Fields option allows users to customize how report data is organized.

Within this window, users can:

• Search for available fields.

• Select or clear fields using the checkboxes.

• Drag and drop fields between Report Filters, Columns, Rows, and Values to customize the report layout.

• Rearrange the order of selected fields.

• Add calculated values using the Add Calculated Value option.

• Click Apply to update the report with the selected configuration.

The report provides a wide range of fields that can be used for analysis, including transaction details, customer information, item information, product categories, brands, stores, shipping information, quantities, sales values, cost values, gross margin metrics, dates, and other reporting dimensions.