Check sales history

Article • 4/27/2026 • 3 min read

You can see a summary of orders, shipments, material, labor, overhead, and gross profit over the past 12 calendar months. You can break the report down by customer, product, or part number. The report also shows best, worst, and average sales for the period, and the sales trend over the past six months.

If you want to use this report, your system administrator must set up the Command Scheduler to regenerate the SO Analysis report at least nightly. Otherwise, this report gives you old information.

To check sales history in the last 12 months

  1. Open the 12 Months Sales History (RPSL12) page.

    a. Select Executive Information System > EIS Reports > 12 Months Sales History.

    Or

    b. Search for RPSL12 or 12 Months Sales History in the Navigation box and then select 12 Months Sales History (RPSL12).

    The 12 Months Sales History (RPSL12) page appears.

  2. In the Selection dropdown, select how to view the history: for all customers, for an individual customer, for a product class, or for a part number.

  3. In the Sort Order section, 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 dropdown, 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 Sort Range section, 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:

    a. Enter the item reference in the From field.

    b. 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:

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

    b. 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.

  6. Specify the Other Variables value to filter the report generation based on Standard Revision, Facility or other variables.

    Only on selecting For a Product Class and Of A Part Number in the Selection dropdown, the Other Variables field is populated.

  7. On the toolbar, click *Run Report to generate the report. Or click Print to send the report to the printer.

    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.