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Sales Report

Navigate to Financials > Sales under Reporting on the left-hand side of the screen.

The Sales Report reflects the total amount of finalized invoices, not including sales tax but including any sale discounts given.

Click here to expand...

Top Products Sold

  1. Navigate to Financials and select Sales under Reporting

  2. From Breakdowns, choose Product.

  3. Select the appropriate filters if needed (Tags and or Date), then select Re-run Report.

  4. Select the Download Excel button.

Once the document is ready, find it at the bottom left corner of your screen. Click the document to open.

Format the Top Products Excel Document

  1. Highlight lines one thru five and right-click to delete these lines.

  2. Select the column to filter.

  3. Navigate to Sort & Filter and select Sort Largest to Smallest.

  4. Select Sort from the pop-up to display your top items sold.

Sales Reports

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