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Select date ranges, filter by accounts or contacts, and explore detailed transactions behind report numbers.
Quick answers to common questions about running, filtering, and sharing reports.
Reports are hidden if apps are disabled or your user role lacks permission; how to check and request access.
Download reports as Excel or PDF files, or send them directly to your printer.
Common questions about generating, reading, and using the Sales Summary report.
Generate a summary of total sales by customer, product, or time period with customizable filters.
Understand how to read and analyze the totals in the Sales Summary report.
Reference guide to all filters and display settings for customizing the Sales Summary report.
Save the report to file formats or print it directly for presentations and stakeholder sharing.
Answers to common questions about understanding and using the Sales Returns report.
Generate a report of all returned items to track returns, refunds, and reason codes.
Understand each column and how to use the data to track return patterns and minimize losses.
A complete list of filters and how to use them to focus on specific returns or patterns.
Save the returns data to Excel or PDF, or print it directly for analysis and record-keeping.
Answers to common questions about using and interpreting the Sales by Item report.
Generate a detailed breakdown of sales activity for each product or service in your inventory.
Understand what each column and metric means, and how to use the data for inventory and sales decisions.
Reference for all available filters and parameters to customize your report results.
Save or print your Sales by Item report in various formats for sharing or archival.
Answers to common questions about running, analyzing, and using the Sales by Item Breakdown report.
Generate a detailed breakdown of sales by product or service to see which items drive your revenue.
Understand each column and how to use the data to track your top-selling items and profitability.
A complete list of filters and how to use them to customize your sales analysis.
Save the item-level sales data to Excel or PDF, or print it directly for analysis and sharing.