Creating a sales summary grid

A sales summary grid can be used to show your net sales over a period of time based on the invoice dates. You can create a summary based on all your accounts or just selected accounts.

  1. To get started, go to the the Data Entry main window, click Reporting and then select Sales Summary Grid.
  2. Select the date range you wish to create a report for.
  3. To select specific accounts, select the account from the drop down menu and click Add. Repeat as necessary until you have created the list of accounts you wish to create a summary for. If you want to run a summary using all accounts select All Accounts from the dropdown menu.
  4. Select any of the following options that apply:
    • Only include collected sales
    • Show Sub-Items
    • Show Sales Tax
  5. To run the report, click the Display Grid button.
  6. The report will open up in a new window. You can now print the report, open the report in Excel or save it as a CSV file.

 

 

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