How Do I Generate Customer & Sales Reports?
Click on the [Reports] tab on the left-hand side menu under Invoice.
Once a report is selected, there are options to select different parameters for the generation of the report. The Report Options listed in the following table are:
C –Customer selection. Choose either All Customers or Select Customers (opens a list of all customers to select from).
D –Date Period. Choose a report date range from Last Month, Last Quarter, Last Year, This Month, This Quarter, This Year or Custom (select report start and end periods where appropriate).
eD-End Date Only. Report relates to a specific time period and the only option is
to select an end date for the report.
E –Includes reports formatted especially for Microsoft Excel.
F –Filter report. Report will show information based on filters e.g. Detailed or Summary, Include Invoice Manager balances, Single or Multiple Columns etc.
T –Type of printout. Choice of print layout or specific print media.
Types of Reports –Customers/Sales
The following table summarises the reports available in the Invoice Sales (Customer) section. More information is included below for reports highlighted by an asterisk*.
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