Sales by item

Use the Sales by item report to compare quantities and sales amounts by item. The report defaults to the previous rolling year.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Sales by item.
3. Select Change date range to choose the period.
4. Filter by Item, Customer, Transaction type, Sales channel, Total transaction amount, or Status, as applicable.
5. Review the quantity and amount totals for each item.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

The report sums sales order lines and subtracts return authorization lines.