Saturday, January 12, 2019

How to Create a Daily Sales Report

1. Navigate to Reports>Sales>Sale by Customers>Customize
2. Under Edit Columns, expand Sales > Add Amount (Gross)
3. Add in five columns for Amount (Gross) and set the last column as:

Alternate Date Range Type=Relative to Report date 
Alternate Date Range = today

4. On the other Amount (Gross) Columns, use the following: 
Alternate Date Range Type=Relative to Report date 
Alternate Date Range = 

--yesterday 
--two days ago 
--three days ago 
--four days ago 
--five days ago 

Whatever is set on the Alternate Date Range depends on what are the data that needs to be seen on the report. 
Example: Do they want to report on Sales for this week, Monday-Friday? Then the Date should be set would be the date on that week (example: 12/24/2012 to 12/28/2012). They can also set the Date=this business week.

In this way, the other columns will show an amount that depends on what was set as the Date and the Alternate Date Range. 

5. Enter a Report Name and hit Save
6. On the preview mode, select this business week as the Date filter. Click Refresh.

You should now have your own Daily Sales Report. This Report can be customized according to the User's needs.

Please refer to Enhancement 83875.

 

 

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