This guide will help you generate a comprehensive sales report using the tools available in your system. Follow the step-by-step instructions below to customize and extract the sales data you need.
To properly use the Text Sales Report there are a few areas that must be filled out before querying the database.
- This report is not intended for financial or tax-payable purposes. Please use the appropriate tax payable report in the financial area for tax-related matters.
- Depending on the selections made, the report generation time may vary.
- Ensure to review and verify the selected criteria before generating the report.
Step 1: Select the Dates for the Report
Choose the timeframe for your report:
- Day: Select a specific date.
- Specific Start and End Date: Choose a range by specifying start and end dates.
Step 2: Select Time (Optional)
If necessary, specify the time range for the report.
Step 3: Export Options
Decide whether you want to export the report or not.
Step 4: Select Locations
Select the locations from which you want to gather sales data. Use the "shift" or "Ctrl" keys to choose multiple locations.
Step 5: Choose Columns to Display
Select the columns you want to include in the report. Note that including more columns may increase the report generation time.
- No Calculation Columns: Quick pull without any calculations.
- All: Display all available columns.
- Small Calculations: Include basic sales calculations.
- Medium Calculations: Include additional sales status calculations.
- Large Calculations: Include cost, profit, and gross margin calculations.
Step 6: Choose the Specific Type of Sales Report
Note: You must check the box next to the search type that you would like to use. If there is a Search button next to the type of report you would like you must click Search
Select how you want to organize and view the sales data:
- By Salesperson: Organize data based on salespersons.
- By Location: Organize data based on sales locations.
- By Zipcode: Organize data based on customer zip codes.
- By Manufacturer or Item: Filter data based on manufacturers or specific item numbers.
- View by Customers with a Balance: Focus on customers with outstanding balances.
- View by Delivered Sales: Include only delivered sales, optionally specifying the date of delivery.
- View by Undelivered Sales: Include only undelivered sales.
- View Quotes Only: Include only sales quotes.
- By Advertising Reference: Filter data based on advertising categories and types.
- By Type of Future Purchase: Organize data based on categories of future purchases.
- View by Estimated Date of Delivery: Focus on sales with estimated delivery dates.
By following these steps, you can generate a tailored sales report to suit your specific business needs.