To View the Sales Details Report:
1. Go to the Reports Menu and click on the Sales Details Sub-Menu
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2. You are now viewing all of the sales details (one record per order detail line) across all customers.
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To Limit by Cycle:
1. Enter a cycle in YYMM format and click the Search Button
Example: Cycle 4 of 2021 -> YYMM = 2104
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To Limit by Date:
1. Enter either a From Date, To Date or both a From and To Date and click the Search Button
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To Generate Subtotals:
Example 1: Subtotal by Service1. Select the appropriate option from the Subtotal By Drop Down
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2. Enter either a Cycle or a From/To Date (Required)
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3. Click on the Show All Button to view each subtotal (the subtotal will depend on the Subtotal By selection) and the grand total at the bottom
Note: For the service subtotal selection, entries will be shown by service in descending date order with a subtotal at the end of each service's transactions
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4. Click on Download Table to download an Excel Spreadsheet of the current table
Example 2: Subtotal by Address ID
1. Enter a Customer name (Required)
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2. Select the appropriate option from the Subtotal By Drop Down
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3. Enter either a Cycle or a From/To Date (Required)
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4. Click on the Show All Button to view each subtotal (the subtotal will depend on the Subtotal By selection) and the grand total at the bottom
Note: For the address id subtotal selection, entries will be shown by address id in descending date order with a subtotal at the end of each address id's transactions
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5. Click on Download Table to download an Excel Spreadsheet of the current table