Sales summary
Sales summary
This "Sales summary" report provides an overview of your sales performance across different months, from November to October. For each month, you can easily see the "No. of Invoices" generated and the "Total Amount" of sales. This report helps you quickly grasp your overall sales trends and financial performance over time.
(Figure 1 - Sales Summary Report)
From this report users can see the total sales made based on monthly, quarterly & yearly basis.
Customize layout: You can customize the layout by expanding column sizes and moving columns to your preferred order and right click on the column to get personalized options.(See figure below)
(Figure 2 -Customize layout)
Filter: To refine the report view, click on the Filter option located in the top-right corner of the screen. You can then select a particular date range to narrow down the displayed data. This functionality allows you to focus on a specific period, making it easier to analyze and find the transactions you need.
(Figure 3 - Filter report data)
Print: Click on the Print option to create a physical copy of this detailed report.
(Figure 4 - Print Report)
Export: To save the report, click the Export option. You can then choose to export the data to an Excel file or as a PDF document for easy sharing.
(Figure 5 - Export Report)