Sales reports

Who can do this: Team members with access to Reports
Where to find it: Apps › Reports › Sales

Track what you sold and when. These reports are in the Sales group.

Before you start

• Reports included: Sales Summary, Service Sales, Product Sales, Sales by Time Period.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Reports.
2. Expand the Sales group in the sidebar, or search for the report by name.
3. Select the report you want to open.

Result

The report opens with your business data.