Accounts Receivable > Reports >

Sales Report

 

         

 

 

Overview

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

 

This Help page contains the following sections:

Filters and Options

Report

 

 

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

 

 

Report

Click the Run Report button to display a preview of your Sales Report. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences.

 

Click the Close Report button to return to the Accounts Receivable dashboard.

 

Compiled on 1/24/2018 8:42:27 AM