It's quite common to have one item code with several different attributes, as is often the case when you sell an item in different sizes or colors. For example, item #123 is a red shirt, but customers can purchase item #123 in sizes S, M, L, XL, or XXL. Item #2277 is a phone case, and customers may purchase item #2277 in blue, black, or yellow.  

By default, the items by name template uses the total number of the item code sold, regardless of the attributes. 

If you'd like to break down the report to include a separate total for each attribute of the item code (as seen here), then follow the instructions below.



The Process

1. Navigate to Manage > Templates > Reports > Items by Name.

2. Click Copy and OK

3. Select the copied filter and click Edit

4. Under the Code tab, delete all of the current code (CTRL + A to select all). 

5. Copy and paste the code below (starting with <!DOCTYPE xsl:stylesheet [ ) into the box. 

6. Rename the template in the textbox at the top of the screen.

7. Click Save. 

8. Right-click your orders, then click Preview > Reports > Product Trends > select your newly copied template

What Now

You should now have the flexibility to preview and print reports using the default Items by Name template (grouping by item code) or the newly copied Items by Name template (grouping all like items together). 

The Code


<!DOCTYPE xsl:stylesheet [
    <!-- This is the lookup key value for the grouping table -->
    <!ENTITY itemKey "sw:GetOrderItemKeyValue(., $optionSpecific)">
    <!-- This is the collection of items in a single grouping -->
    <!ENTITY itemGroup "key($keyTable, &itemKey;)" >
<xsl:stylesheet version="1.0" xmlns:xsl="" xmlns:sw="" extension-element-prefixes="sw">
    <!-- Imports -->
    <xsl:import href="System\Snippets" />
    <xsl:output method="html" encoding="utf-8" />
    <!-- This can be changed to false to turn off thumbnails -->
    <xsl:variable name="showThumbnails" select="false()" />
    <!-- This can be used to control if items are grouped based on options -->
    <xsl:variable name="optionSpecific" select="false()" />
    <!-- Setup the key table for grouping by item code -->
    <xsl:key name="items-specific" match="Item" use="sw:GetOrderItemKeyValue(., true())" />
    <xsl:key name="items-non-specific" match="Item" use="Name" />
    <!-- Determine which key table to use based on if we are option specific or not -->
    <xsl:variable name="keyTable">
        <xsl:if test="$optionSpecific">
            <xsl:value-of select="'items-specific'" />
        <xsl:if test="not($optionSpecific)">
            <xsl:value-of select="'items-non-specific'" />
    <!-- Start of template -->
    <xsl:template match="/"><xsl:apply-templates /></xsl:template>
    <xsl:template match="ShipWorks">
    <!-- Width defined by the template PageSettings -->
    <xsl:variable name="pageWidth" select="concat(Template/Output/ContentWidth, ' in')" />
    <!-- Default font. Specified as a variable since GMail and Outlook behave differently. -->
    <xsl:variable name="pageFont" select="'font-family: Arial; font-size: 8pt;'" />
    <!-- These styles are used on multiple td's so to avoid copy\paste errors they are defined once here. We have to do this since GMail doesn't support <style> in the <head>. -->
    <xsl:variable name="orderDetailHeaderStyle" select="'border: 1px solid dimgray; background-color: #F3F3F3; font-weight: bold; padding: 3px;'" />
    <xsl:variable name="orderDetailAttributeStyle" select="'color: #808080; padding: 0px 8px 2px 2px;'" />
    <xsl:variable name="orderChargeStyle" select="'white-space: nowrap; text-align: right; padding: 1px 8px 3px 16px;'" />
        <title>Items by Name</title>
            body, table { <xsl:value-of select="$pageFont" /> }
    <body style="{$pageFont}">
        <h3>Items by Name - <xsl:value-of select="count(Customer/Order)" /> Orders</h3>
        <table style="width:{$pageWidth}; margin: 0px 0px -6px 0px; border-collapse: collapse;" cellspacing="0">
                <xsl:if test="$showThumbnails">
                    <td style="width: 50px; {$orderDetailHeaderStyle};">Image</td>
                <td style="{$orderDetailHeaderStyle}; white-space: nowrap;">Item Code</td>
                <td style="{$orderDetailHeaderStyle}; ">Name</td>
                <td style="{$orderDetailHeaderStyle};" align="right">Quantity</td>
                <td style="{$orderDetailHeaderStyle};" align="right">Total</td>
            <!-- Group by item -->
            <xsl:for-each select="Customer/Order/Item[generate-id(.)=generate-id(key($keyTable, Name))]">
                <xsl:sort select="Name" order="ascending" />
                <xsl:call-template name="outputItemGroup" />
                <xsl:variable name="rowStyle" select="'padding: 4px 8px 4px 8px; border-top: 1px solid rgb(160, 160, 160);'" />
                <xsl:if test="$showThumbnails"><td style="{$rowStyle}"></td></xsl:if>
                <td style="{$rowStyle}"></td>
                <td style="{$rowStyle}" align="right"><b>Totals:</b></td>
                <td style="{$rowStyle}" align="right"><xsl:value-of select="sum(Customer/Order/Item/Quantity)" /></td>
                <td style="{$rowStyle}" align="right">$<xsl:value-of select="format-number(sum(Customer/Order/Item/Total), '#,##0.00')" /></td>
    <!-- -->
    <!-- Outputs totals for a single item -->
    <!-- -->
    <xsl:template name="outputItemGroup">
        <xsl:variable name="groupQuantity" select="sum(key($keyTable, Name)/Quantity)" />
        <xsl:variable name="groupTotal" select="sum(key($keyTable, Name)/Total)" />
        <!-- We shouldn't have to conditionally apply the topborder... but IE is broken. -->
        <xsl:variable name="orderDetailContentStyle">
            padding: 4px 8px 4px 8px;
            vertical-align: top;
        <xsl:if test="position() != 1">border-top: 1px solid lightgrey;</xsl:if>
            <xsl:if test="$showThumbnails">
                <td style="{$orderDetailContentStyle};">
                    <xsl:if test="Thumbnail != ''">
                    <img src="{Thumbnail}" alt="" style="height:50; width:50; border:0;" />
            <td style="{$orderDetailContentStyle}; white-space: nowrap;"><xsl:value-of select="Code" /></td>
            <td style="{$orderDetailContentStyle};"><xsl:value-of select="Name" />
                <xsl:if test="$optionSpecific">
                    <xsl:for-each select="Option">
                        <table style="width: 100%;" cellspacing="0">
                                <td style="color: DarkGray;" nowrap="nowrap"><xsl:value-of select="Name" />: </td>
                                <td style="color: DarkGray; width: 100%;"><xsl:value-of select="Description" /></td>
            <td style="{$orderDetailContentStyle};" align="right"><xsl:value-of select="$groupQuantity" /></td>
            <td style="{$orderDetailContentStyle};" align="right">$<xsl:value-of select="format-number($groupTotal, '#,##0.00')" /></td>


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