Service and Sales Analysis Report

The Service and Sales Analysis Report provides transaction information for clients and products. For example, use this report for an analysis of sales by specific products or client attributes.

To add this report, from the menu select Reporting. On the Reports page, select Add. In the Type field, is where you search for and select the report you want to create. For more information, see Add a Report.

After you select to run the report and the report appears, you then have the option to export (PDF, Excel, or Word) and print the report.