Marketing Reports

The Marketing Module contains a group of reports that provide advanced sales analysis.
These reports require the MARKETING library that is installed automatically in the Externals Folder.
Many of the reports use complex internal processing that goes beyond the capabilities of standard report writers.

Many of the reports show time comparisons such as current year vs previous year.
Some are Cross Tab reports, such as columns by month.
Bookings reports include analysis of both Orders and Invoices.

We recommend your try these reports to see what is available beyond the regular data list reports.
Do not forget to look at the Dashboard Reports under the MenusSQL main menu.

Source Analysis
Order Exceptions
Order Season Exceptions
Season Comparison
Season Comparison by Territory
Customers 4 Seasons
Customers Who Ordered
Customers Who Purchased
Item Sales History
Bookings by Sales Locations
Bookings by Customer
Bookings by Division
Orders by Customer, 3 Months

Marketing Reports tree example:

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Modified by AG on 06-12-2026