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 access this report, select Reporting. On the Reports page, select Add. In the Type field, search for and select the report you want to create. For more information, see Add a Report.

After you run the report, you can export (PDF, Excel, or Word) or print directly from the report.