1. Navigate to
Reports>Sales>Sale by Customers>Customize.
2. Under Edit Columns, expand Sales > Add Amount (Gross).
3. Add in five columns for Amount (Gross) and set the last column as:
2. Under Edit Columns, expand Sales > Add Amount (Gross).
3. Add in five columns for Amount (Gross) and set the last column as:
Alternate Date Range
Type=Relative to Report date
Alternate Date Range = today
Alternate Date Range = today
4. On the other Amount
(Gross) Columns, use the following:
Alternate Date Range Type=Relative to Report date
Alternate Date Range =
--yesterday
--two days ago
--three days ago
--four days ago
--five days ago
Whatever is set on the Alternate Date Range depends on what are the data that needs to be seen on the report.
Example: Do they want to report on Sales for this week, Monday-Friday? Then the Date should be set would be the date on that week (example: 12/24/2012 to 12/28/2012). They can also set the Date=this business week.
Alternate Date Range Type=Relative to Report date
Alternate Date Range =
--yesterday
--two days ago
--three days ago
--four days ago
--five days ago
Whatever is set on the Alternate Date Range depends on what are the data that needs to be seen on the report.
Example: Do they want to report on Sales for this week, Monday-Friday? Then the Date should be set would be the date on that week (example: 12/24/2012 to 12/28/2012). They can also set the Date=this business week.
In this way, the other
columns will show an amount that depends on what was set as the Date and the
Alternate Date Range.
5. Enter a Report Name and hit Save.
6. On the preview mode, select this business week as the Date filter. Click Refresh.
5. Enter a Report Name and hit Save.
6. On the preview mode, select this business week as the Date filter. Click Refresh.
You should now have
your own Daily Sales Report. This Report can be cusotmized according to the
User's needs.
Thanks! When I create my report, I am seeing all Amounts in the transaction currency (I selected Amount (Gross) for the columns). Is there an easy way to convert these into my reporting currency from the report?
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