Reporting on Inventory Sales


Method 1

  1. Go to the inventory item in question and navigate to the Sales History tab, then select the Sales History Report sub-tab.
  2. You will notice four tabs in this section: Monthly Sales, Graphs, Settings, and Sales History Report.
  3. To configure the settings for the Sales History report, go into the Settings tab, make the necessary changes, and then click on the Sales History Report tab. This will rebuild the report with your updated settings.


Method 2

  1. Another method to report on inventory sales is by using the Design Inventory Report. Under the columns tab, you can select the Sold Date Range-0.
  2. For example, in a sample report, the columns include Category, Part Number, Description, and Sold Date Range-0.
  3. After adding Sold Date Range-0 to the Selected Columns list, click on another tab to make the Date Ranges tab appear.
  4. Click on the Date Ranges tab and enter the desired date range for the report.
  5. Once your selections are complete, click View to generate the report.