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How do I view and download a Sales report?

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Sales reports can be generated based on the following categories:

  • Sales Ledger
  • Sales by Transaction Type
  • Sales by State
  • Sales by Counter Party

Sales Ledger Report

To generate a Sales Ledger report:

  1. Click the Reports tab
  2. Click the Sales tab
  3. Select the Company Name and Date Range
  4. Click the Search icon to display the report
  5. Click Download to download the report

Sales by Transaction Type Report

To generate a Sales by Transaction Type report:

  1. Click the Reports tab
  2. Click the Sales tab
  3. Select the Company Name and Date Range
  4. Click the Advanced Filtering link
  5. Select the required Transaction Type from the drop-down list
  6. Click Apply to view the report
  7. Click Download to download the report

Sales by State Report

To generate a Sales by State report:

  1. Click the Reports tab
  2. Click the Sales tab
  3. Select the Company Name and Date Range
  4. Click the Advanced Filtering link
  5. Select the required State from the drop-down list
  6. Click Apply to view the report
  7. Click Download to download the report

Sales by Counter Party Report

To generate a Sales by Counter Party report:

  1. Click the Reports tab
  2. Click the Sales tab
  3. Select the Company Name and Date Range
  4. Click the Advanced Filtering link
  5. Select the required CTIN from the drop-down list
  6. Click Apply to view the report
  7. Click Download to download the report