How To: Produce a Sales Summary Report

The basic process for producing a report is as follows:

  1. Open a Sales Summary screen (show me how).
  2. Open the tab relevant for the report.
  3. Click the F4 filter button button.
  4. Select the filters required from the drop-down list and enter data as required.
    Note: right-clicking on a drop-down filter and selecting Show All will display all filterable options within the drop-down, regardless of whether they have been deactivated within System Data or not.
  5. Click on 'OK'.
  6. Press Ctrl+P or click the printer icon is the button bar's PRINT button to print.
  7. Select 'Print Report (if any)...'.

For examples of using Sales Summary see Using Sales Summary to Report on Poor Selling Items and Using Sales Summary to Report on Lost Demand Items.

See Also

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