Data Dictionary
Aggregate Report
Overview
The sales tax report extract is utilized to ensure accurate tax calculation and compliance by providing detailed transactional data. It enables businesses to track and manage transactions, identify customers, and link transactions to specific invoices and work orders. The report's temporal markers allow for monthly and yearly tax reporting, while itemized details facilitate precise revenue and tax calculations. This information supports financial analysis, operational efficiency, and compliance with varying tax regulations across different states or regions. Additionally, it aids in customer analysis by revealing purchasing patterns and preferences, facilitating targeted marketing strategies and improving overall customer relations.
File Type: csv
Download Sample Report: Sample Aggregate Report
Report Fields
The report has the following fields. Click on each field to obtain more information regarding its formatting and usage.
| Display Name | Field Name | Field Type |
|---|---|---|
| TransID | TransID | string |
| Customer ID | CustomerID | string |
| Invoice ID | InvoiceID | string |
| Work Order | WorkOrder | string |
| DataYear | DataYear | string |
| DataMonth | DataMonth | string |
| ItemId | ItemId | string |
| Units | Units | string |
| Revenue | Revenue | string |
| Total Tax | TotalTax | string |
| TransTypeCode | TransTypeCode | string |
| GroupDesc | GroupDesc | string |
| ItemDesc | ItemDesc | string |
| StateCode | StateCode | string |
| Geocode | Geocode | string |
| SalesTypeCode | SalesTypeCode | SalesTypeCode |