How to create a sales report

Question asked by Terri Petrie 3 years ago

Hi I would like to produce a report showing Sales values and number of invoices per month:

By invoice date By Revenue Type (I use this for route to market) By Month

This is an essential tool for viewing sales trends and reporting to our board

If this exists, can someone point me to it please

Thanks Terri terri@sogud.co.uk

1 Reply

Hi Terri,

Would the income by account code report help - although it does not give you a total number of invoices for a specific date range (you would need to calculate this manually)

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The alternative may be the Sales invoice items export on the Tools>Export menu

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