Sales trend

Article • 4/27/2026 • 3 min read

Use the SalesTrend page to generate business analytics sales trend.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria.

This report does not include Advanced Filters feature.

To generate SalesTrend Report

  1. Open the Sales Trend (BASATR) page.

    1. Select Executive Information System > Business Analytics > Sales Business Analytics > Sales Trend.

    Or

    1. Search for BASATR in the Navigation box and then select Sales Trend. The Sales Trend (BASATR) page appears.

  2. In the Selection box, select the information you want to view.

  3. In the Sort Order box, select from the options on how to sort the report. The Sort Order field is populated based on the type of report selected in the Selection field.

  4. In the Layout area, select the layout in which you want to view the report.

    The Layout field is populated based on the type of report selected in the Selection field.

  5. In the Date Range area, specify the date range for the report to be generated. You can select the date in the From and To fields only if you select the Custom option in the Fill Dates dropdown.

    The Date On field is populated based on the type of report selected in the Selection field.

    To include the entire time frame, leave the date fields blank.

    In the Fill Dates dropdown, you can select from the predefined date ranges. They are:

    • Custom:

      Selecting this option enables the From and To fields in the Date Range area.

    • Calendar Year:

      Selecting this option displays the Calendar Year field. You can select any of the predefined calendar year formats from the dropdown list.

    • GL Periods:

      Selecting this option displays the GL Periods field. You can select any of the predefined GL period formats from the dropdown list.

  6. In the Sort Range area, specify the sort range.

    The Sort On field is populated based on the type of report selected in the Selection field.

    The available sort ranges are:

    • Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

      1. In the From field, enter the item reference.

      2. Click the lookup reference and select the sort item from the Lookup for From. Select the required sort item and click Select.

    • Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

      1. Type the first and last values of the range in the From and To fields.

      2. Click the lookup reference, if available, and select the sort item from the Lookup. Select the required sort item and click Select.

    • All: Select this to include all available items.

  7. On the Toolbar, click Run Report to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

  8. When exporting the BA Reports to Excel, note that:

    • For SQL Server 2012 and later versions, the reports are exported to the Excel 2007 (.xlsx) format limiting to a maximum of 1048575 records.

    • For SQL Server versions earlier than 2012, the reports are exported to the Excel 2003 (.xls) format limiting to a maximum of 65535 records.