How to Download Sales Reports
To download Sales Reports click on Reports (1) then click on Sales Management (2).
Searching can be general or granular. Just choose the criteria that fits your needs and click the Submit Button (3).
Upon submission, search results for your search criteria will appear. Click Download As Excel (4) to process the report.
Depending on the number of records that are processed the time to process your report request may take a few minutes. Upon completion of processing you'll be presented with the Download Report (5) button. Just click it and your report will be downloaded to your computer.
When opening your sales report you'll find two tabs, Sales By Order & Sales By Item (6), at the bottom of the spreadsheet. Remember each downloaded report will be based on the search criteria you chose.
- Sales By Order - This spreadsheet report shows all fields for each order.
- Sales By Item - This spreadsheet report shows all fields for each item sold.
For import to programs such as QuickBooks please follow the instructions provided by those software programs.