How do I generate reports in the Sales Receipts app?

Updated on December 18, 2020 04:04AM by Admin

The Sales Receipts App, although simple, is very useful for providing customer satisfaction and peace of mind. Best of all, it takes little to no effort from you to create custom receipts.

Steps to generate Sales Receipts Report

  • Log in and access the Sales Receipts App from your Universal navigation menu bar. Go to Settings → General → Reports.
  • Here, you can customize the Reports page. You can disable a particular reporting option completely or provide restricted access.
Sales Receipts app

  • Click on “Reports” from the App header bar. Switch to any reports to generate the corresponding data.
  • Here, Sales Commission Report for a Sales Rep report. Add the Sales Rep, Start Date, and End Date details. Select the View Report to generate a report.
Reports Page

  • The report can be downloaded in CSV format. Here, three types of exports can be carried out.
    • All Fields - Export report will all fields available in the Sales Receipts app.
    • All Fields With Table’s - Export report with all fields including the tables.
    • Current View - Export report with the current view on the Reports page.