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Sales reporting help

Antcity

Hi folks,

I'm looking for a report which includes ALL of the following:

Invoice#

Date

Sale Amount

Customer Name

Memo/Journal Memo

Account (ie. from the chart of accounts)

Salesperson

I can seem to get all of them in one report bar the account number, or if reporting by account number can't get all the rest of the filters/headers.

Or, at the very least, all of the above but not including Salesperson.

Anyone got any tips?

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Accepted answers

Mike_James

Hi @Antcity , all of that information is included in the export of service sales, if that is the invoice layout you are using. That export file can be opened in Excel for further analysis.

All comments

Antcity

Thanks so much Mike, this is a great help!

Mike_James

PS if you wish to pursue that, go to File, Import/Export Assistant.

Mike_James

Hi @Antcity , all of that information is included in the export of service sales, if that is the invoice layout you are using. That export file can be opened in Excel for further analysis.