Sales (Invoiced) Workbook
This workbook is based on the sales (invoiced) dataset and displays sales information for posting transactions like invoices, cash sales, cash returns, credit memos, and journal entries. In the workbook, transactions are grouped in pivot tables and charts by item, customer, promotion, sales rep, and date. Totals in this workbook match the totals displayed in the sales by reports.
To access the workbook, click the Sales (invoiced) Workbook link from the Workbook Templates list on the Workbooks subtab of the Analytics Home page. To view details about the values contained within the underlying dataset, see Sales (Invoiced) Dataset.