Saturday, October 13, 2018

Another way to access Sales by Item Report

User wants another way to view the Sales by Item Summary Report. This report is available under Reports > Sales > Sales by Item Summary.

Another way of viewing that report is by performing the following steps:

1. Navigate to Home tab.
2. Click Personalize
.
3. Click the Report Snapshots section
.
4. Click one of the Report Snapshots icon to add it to the dashboard
.
5. Once the portlet becomes available, click on its Set Up link
.
6. In the Snapshot dropdown menu, select Items By Qty Sold
.
7. Click Save
.
8. Back in the portlet, click on its View Report link
.

 

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