Sales Report

The Sales Report allows you to print sales information within a date or period range.

 

Filters and Options

 

On the Filters tab you have several options to narrow down your selections:

•Invoice Date: Select the invoice date range from which you want to view sales information. Additional date filters may appear depending on what option you choose.

 

•Periods: Select the periods from which you want to view sales information.

•Revenue Centers

•Items: Select the items upon which you want to report.

•States

•Sources

•Divisions: There is a filter for each division you have set up in Preferences.

On the Options tab select your Report Type:

•Detail: The following columns are displayed for each customer: Customer with City State, Date, Invoice #, Description, and Amount. All detail is broken down by the Sort By selection (see below). The Sales Report Summary is also included after all of the detail pages.

•Summary: A breakdown for each category type is displayed for each State, Source, and Division.

Select the Sort By: Item, State, Source, or Division. The detail on the report is grouped by whatever option that you choose. You can also choose to Page Break on your sort option.

For Report Options you can Print Commissioned Items Only, Print Non-Commissioned Items Only, or Print All Items. A “commissioned item” is an item that currently has the Commission checkbox checked in Item Information.

If you select the option to Export To Excel you are prompted to download an .xslx file containing your sales information.

Click the Run Report button to generate a preview of the report.

•Click the Clear Preferences link to reset all of your report preferences to their default values.

•Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.