Open

Select the appropriate options for your report.

Sales Date / Invoice Number / Online Invoice Number

You can filter by Date range, look for an individual Invoice or a range of invoices or a specific Online Invoice.

People / Accounts

Select whether you want to include all customers, or are looking for a specific customer.

Report Type

Here you can choose to filter Shop Sales, Script Sales or both

Once you have made your selections click to display the report.

Report - All Customers

Open

The default report will show summary of all sales for all customers for the time period or chosen invoices.

Use the arrows on the Person Name buttons or next to the Total Retail to expand or close sections.

Export Report

Click to access Export options for this report.

From the export screen, you can elect export to a file, or email in a preferred format. Untick the columns you don’t require. Once you have selected your options you can click Save as Default to make these the Default settings for future Exports.

Save To File

To save the file to disk, click Save to File.

The standard Windows Save As window will open. Select the file type and give the report a name. Select a folder to save in.

Email Report

To email the report, select the file type you wish to email (Under To Email As). Type in the email address and Subject.

Click Email Details In File