Using the Sales Report Screen

The sales report screen has useful information and filters that allows you to find account and order information which can then be exported. There is also a new Quick Report feature which includes many useful reports already built for you.

• Click on Sales Reports in your workdesk
  • This will bring up a chronological list of orders
  • Use the dropdowns and date range to filter your report

• • Use the Add fields button to add detail to your report

• • Use the search boxes to find specific POs, accounts, SKUs, Zip Codes or Cities

• • Click Export to download your report to a CSV

• • • You can also add a label when exporting reports

• Or you can utilize our new Quick Report feature which has many useful, prebuilt reports

• You can also view all past report exports and download them again