I am working with Community Benchmark to analyze monthly sales data. I need help pulling a report that shows how many transactions we had that include a bottle in it. Not transactions that were only tasting fees.
Community Benchmark has an integration with WineDirect. Perhaps ask them to get it hooked up so you don’t have to do so?
There are a variety of ways to approach this depending on if you used departments and sub-departments.
One way would be…
- Run an Order Detail Report
- Filter out just Wine items
- Run an advanced filter or pivot table to count the unique order numbers