Sales Reports
Can I add Salesperson on my Sales by Item Report?
Yes. You can add Salesperson as a grouping field at the top level. Click More Actions → Advanced Settings. Click the grouping tab. Click Add. Choose the + sign next to Document. Highlight Salesperson. Click Add. Highlight the new field and click the ...
How to create a customized report displaying Sales Invoices by a customer?
Resolution Steps: 1. Click on Reports module. 2. Click on Universal Reports. 3. Select "Document", "Sales Invoice" respectively. 4. Click Show Settings. 5. In Filters tab select two Fields as "Company" and "Posted", Comparison type as "Equal to" and ...
How do I get a report that shows me gross sales by state?
There currently isn't a report that shows this by default. There is one in the works, but until that is finished you may modify the Sales by Customer report to get what you need. Follow the instructions below. Navigate to Reports → Sales by Customer ...
Open Sales Orders by Item Report
How can I run a report that shows all of my open orders with back-ordered item information? Open Sales Orders by Item Report The Open Sales Order by Item report will list all Open Sales Orders, grouped by Item. There are columns that show shipped, ...