Sales by Item Detail Report

Introduction

This report shows a list of sales by item in a detailed format.

Form Access

• From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.

Report Options

Date Filtering

• Date Filter – Tick this checkbox to enable date-driven filtering.
• Date Range – Select from a variety of common date ranges from which to filter.
• From _____ To _____ – Setup a custom date range filter by entering the beginning date in the “From” field, and the ending date in the “To” field.

Additional Filtering

• Salesperson – Used to filter the report by a particular salesperson.
• Item Category – Used to filter the report by a particular item category.
• Marketing Source – Used to filter the report by a particular marketing source.

Additional Report Options

• Include only Sales which have been paid – Tick this checkbox to have the report display paid sales only.
• Include Payments – Tick this checkbox to have the report include received payments.  Note that payments are not the same as departments.

Related Content

Item Category