After selecting the desired report format - Summary, Detail, or Legacy - you can further customize the results using the available filters in each Sales Report. These filters allow you to narrow the data to match your specific reporting needs.
Table of Contents
Introduction to Filters
Customize your reports using filters such as Sales Center, Order Status, Sorts, and Columns. Applying filters allows you and your team to tailor each report to display only the information that’s most relevant to your needs.
Sales Report Filters
Navigate to Reports Module / Sales / Sales Reports.
1. Select the Sales Report you want to view.
2. Select Summary, Detail, or Drilldown.
3. Set the filters.
Note: The appearance and order of the filters is dependent on the Report chosen.
a. Date Range - Use the dropdown to select a range.
b. From/To - These fields will display the dates you have selected.
c. Sales by - Use the dropdown to choose between Created Date, Built Date, Completed Date, and Closed Date.
d. COGS Includes has two options: COGS Materials Only and Total Cost (Including Labor).
e. Sales Amount Includes - Choose between Select All, Subtotal w/Discount, Shipping, Postage, and Tax.
4. Click View Report.
Optimizing Sales Report Filters
Each Report allows you to customize the displayed information by checking or unchecking filter options. This gives you control over which details appear in your results.
Note: Each Report will have different filter options, but the customization functionality is the same.
a. Sales Center - The Sales Center filter allows you to choose the Sales Center(s) you wish to include in your report
b. Sorts - The Sorts column allows you to customize the report data alphabetically, or numerically.
c. Columns - The Columns section provides many different filter options.
d. Plus button - This allows you to add additional Filters that may be available for this Report.
