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Learn how to use the Product Sold Report
On this page
How to access the Product Sold Report?
How to access the Product Sold Report
To access the Product sold report:
- Click into your Reports tab
- Select Product Sold Report
Report Filters
The Product sold Report filters include:
- Search
- Dates
- Supplier
- Client Rep
- Client
- Industry
- Client Tags
- Product Tags
Include inactive reps
Select the More filters and select "All" when you select Client rep to include inactive client or order reps in your reporting.
How to pull a report
Select More filters and once you have finalized your report filters, click Get Report.
To reset your filters, Click the red X icon to clear and reset your filters.
How to sort a report
Once you have pulled a report, click on a column arrows up or down to sort that column by alphabetical or numerical order.
How to create a custom report
You can save specific Search filter selections and create your own custom Product sold reports. Your saved reports are only available under your login; they are not shared across your entire team.
Learn how to:
To create a custom report:
- Select your preferred filters by clicking on More Filters
- Click Actions > Save Report
- In the "Save Report" pop-up, enter a report name
- Click Save
To delete a custom report:
- Click Actions > Load Report
- In the "Load Report" pop-up, select Report
- Click the icon next to the report you want to delete
- In the "Are you sure you want to delete this saved report" pop-up: Click Delete
How to load a custom report
- Click Actions > Load Report
- In the "Load Report" pop-up, select Report
- Click Load
CSV Report
After you've pulled a report, click Actions > Export Report to export a CSV file of the report details.
CSV exports make it easy to organize large amounts of data.
The Product sold Report's CSV export contains the:
- Product name
- Supplier name
- Sku
- Items sold
- Total
- Profit
- Project
- Reps