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Pricing Report

Distributor steps for running the Pricing Report in Encompass to view front line and discount pricing by zone, promotion type, date range, or product, then export or share it. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to create a Pricing Report
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1. Using Universal Search, navigate to the Pricing Report dashboard.
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2. Apply filters to view specific or detailed information about Pricing.
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3. When ready, click the Create Report button.
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4. Click Export, Print, Save Report, or Share as needed to return to the filtered report or send it to another person in the organization.

Fields And Definitions

  • Front Line Zone, Discount Zone - Filter to just the pricing zones to only show the pricing for those zones.
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  • Promotion Type - Helpful for filtering to just a front line or discounts.
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  • Start Date, End Date - Limit the report to only show pricing effective for a given period.
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  • Product Filters - Filter the report to specific groups of products. (Product, Supplier, Brands, Brand Family, Package, Product Type).
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  • Group By, Order By - Set up the report to display in the format desired.
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