How to get here

 

You must be logged in as a user with permissions to access these listing reports.


  • From the Report menu, choose Sales > Sales Data Lists

 

 



This presents a choice of sales related reports.



Click on the Search box to choose a different method for viewing the sales data.

Various options may prompt you to enter some search text, such as a customer ID or product tag.







Use the Search box at the top of the window to choose the listing to view.




When a listing is visible, you can click on a column header to order the data by that column. For example, clicking on a column header marked "Date" will sort the rows in ascending order of date. Clicking on the header a second time will sort in the opposite direction (descending).




Either right-click, or click the Options button for available options, such as sending the list to a preview window (for printing, saving as PDF or emailing) or saving the list to a CSV file, which can be opened in spreadsheet software such as Microsoft Excel.