Product Sold Report

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How to access the Product Sold Report?

Report Filters

Include inactive reps

How to pull a report

How to sort a report

How to create a custom report

How to load a custom report

CSV exports

How to access the Product Sold Report 

To access the Product sold report: 

1. Click into your Reports tab
2. 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:

• Create a custom report
• Delete a custom report
  
  
  

To create a custom report:

1. Select your preferred filters by clicking on More Filters
2. Click Actions > Save Report
3. In the "Save Report" pop-up, enter a report name
4. Click Save

 

To  delete a custom report: 

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click the   icon next to the report you want to delete
4. In the "Are you sure you want to delete this saved report" pop-up: Click Delete

How to load a custom report

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. 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