How do I view and download a Sales report?
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:
- Click the Reports tab
- Click the Sales tab
- Select the Company Name and Date Range
- Click the Search icon to display the report
- Click Download to download the report
Sales by Transaction Type Report
To generate a Sales by Transaction Type report:
- Click the Reports tab
- Click the Sales tab
- Select the Company Name and Date Range
- Click the Advanced Filtering link
- Select the required Transaction Type from the drop-down list
- Click Apply to view the report
- Click Download to download the report
Sales by State Report
To generate a Sales by State report:
- Click the Reports tab
- Click the Sales tab
- Select the Company Name and Date Range
- Click the Advanced Filtering link
- Select the required State from the drop-down list
- Click Apply to view the report
- Click Download to download the report
Sales by Counter Party Report
To generate a Sales by Counter Party report:
- Click the Reports tab
- Click the Sales tab
- Select the Company Name and Date Range
- Click the Advanced Filtering link
- Select the required CTIN from the drop-down list
- Click Apply to view the report
- Click Download to download the report