Sales over time

Use the Sales over time report to review net sales by month. 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 over time.
3. Select Change date range to choose the period.
4. Filter by Transaction type, Customer, Sales channel, Transaction amount, or Status, as applicable.
5. Review the monthly net sales totals.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

The report totals sales orders minus return authorizations.