generateSalesReport

Tool Description	Generates a sales report for specified date range. You can group the report by customer or date. Use the date format MM/DD/YYYY when specifying the dates.
Annotation	Generate Sales Report

Properties

Property	Type	Required or Optional	Description
dateFrom	string	Required	Start date of the sales report in MM/DD/YYYY format.
dateTo	string	Required	End date of the sales report in MM/DD/YYYY format.
grouping	string	Optional	Grouping of columns. Can be set to customer or date, or empty for default grouping.

Permissions

Only user roles with the following permissions can see this tool in the AI client.

Permission ID	Permission Name	Level
TRAN_FIND	Find Transaction	VIEW
TRAN_SALESORD	Sales Order	VIEW
LIST_CUSTJOB	Customers	VIEW
LIST_EMPLOYEE_RECORD	Employee Record	VIEW
LIST_EMPLOYEE	Employees	VIEW
TRAN_CUSTINVC	Invoice	VIEW
REPO_BOOKINGS	Sales Order Reports	VIEW

Related Topics

• Available Tools in the MCP Sample Tools SuiteApp

General Notices