Tuesday, May 7, 2019

Sales Report showing Future Due Dates in Weeks

Sales report showing future Due dates in weeks can be used to be able to forecast future revenue.

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Choose Transaction.
3. Modify the Search Title.
4. On the Criteria tab > Standard sub tab > set the following Filters:
    > Type is Invoice
    > Date is within (set a Date Range)
    > Main Line is true
5. On the Results tab > Columns sub tab > set the following Fields:
    > Date
    > Name
    > Number
    > Due Date/Receive By
       Summary Type = Group
       Function = Calendar Week
    > Amount
       Summary Type = Sum
6. Save & Run

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