In order to view sales reports, choose option “Sales” from the “Reports” menu.
Figure 723: Choosing option “Sales”
The following screen will be displayed.
Figure 724: Viewing sales reports based on various categories
The following parameters are available inside this screen:
Start date/End date – fields for defining the desired starting and ending date for the sales report
Summary only – select this checkbox if you wish to see the summary only
Tax – select this checkbox in case you wish to display information about the tax as well
Sales By Order – select this checkbox in case you wish to display information about sales organized by order
Product – pull down menu for choosing the desired product the report will be related to
Sort Manufacturer – select this option if you wish the results to be sorted by the manufacturer (note: this option only applies to products)
Search – option for performing the search
Export PDF – option for exporting the sales report to a PDF file
Export to Excel – option for exporting the sales report to an Excel file
Categories – the second part of the screen displays the report by the following categories (note: you need to click on the name of the category in order to reveal the report for that category – e.g. click on “Products” to display the sales report for products):
Products – click on the “Products” label to display the sales report for products (see section Viewing Sales Report for Products)
Events – click on the “Events” label to display the sales report for events (see section Viewing Sales Report for Events)
Subscriptions – click on the “Products” label to display the sales report for products (see section Viewing Sales Report for Subscriptions)
Services – click on the “Products” label to display the sales report for products (see section Viewing Sales Report for Services)