Can anyone think of a reason why GP shows differen...
# suiteanalytics
j
Can anyone think of a reason why GP shows differently on a workbook than in an report where the sales numbers match? Both are using sums of Est. Gross Profit at the line level.
j
are your critera/filters exactly the same?
j
They are. That's why I'm confused. The report is a summary, the workbook is showing line-level GP.
k
Most likely offender is selection criteria seems the same but there is some minor difference
j
It's pretty bare bones. The report filters by class and date and the workbook filters by class and date. Same fields.
They both look at invoiced sales, so invoices and credit memos. Yet the GP is about 30K lower on the report. Most of the vendors show a discrepancy even if it should be pulling the same data.
k
Are you 100% sure that it's the same date field? I've had that problem with reports seeming like they use the date field, but in fact use a different date type field.
I'd try and dump both sets of data into an excel list and try and find which transactions aren't being included. Also - make sure the classifications are at the same level (i.e. reporting on header class versus line class)
j
Okay, so the problem are credit memos.
The workbook accurately depicts GP as positive or negative, but the report does the opposite. I am not sure why the report is flipping the positive/negative for GP.
k
I've had problems with credit memos flipping signs because NS thinks it's smarter than I am.
Though, maybe the issue there was me, and not NS haha
j
I'm really pushing us to use workbooks instead of reports.
k
Because I should have remembered that with how much pain it caused me when helping a client with sales tax
j
But I had to prove they are more accurate. I hope this has done the job.
k
I'm 2+ years away from pushing it on people in comparison to Saved Searches
j
Haha. Fair enough. The workbooks do lack some functionality and visuals.
k
I need to be able to download aggreageted data before I try saying it's a better answer.
Great. It can do multiple joins - but with how many clients i work with that still live in excel - it needs to be pivoted when I download it.
j
Right. Our team I think would benefit more from the workbooks, so I'm pushing those. Anything but the reports, of which there are sometimes half a dozen or more variations of one report with one tiny change. It's gotten a bit muddied.