Modify an Inventory & Services Sales Report

 Before you can perform this task

Select the Inventory & Services Sales report you want to modify:

Inventory & Services Sales Summary

  1. In the Home window, open the Report Center. Select Inventory & Services and then Sales Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. In the Select From section, select the type of items you want to report on.
  4. In the Report quantities in section, select the unit of measure you want to use in the report.
  5. (Optional) Select Include inactive items.
  6. Select the item information you want to appear in the report. Click Select All to report on everything in the list.
  7. (Optional) Select Show Locations and click Select Locations. (Premium)
  8. (Optional) Select the end (As At) date for the report.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.

Inventory & Services Sales Detail

  1. In the Home window, open the Report Center. Select Inventory & Services and then Sales Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. In the Select From section, select the type of items you want to report on.
  4. In the Report quantities in section, select the unit of measure you want to use in the report.
  5. (Optional) Select Include inactive items.
  6. Select the item information you want to appear in the report. Click Select All to report on everything in the list.
  7. (Optional) Select Show Locations and click Select Locations. (Premium)
  8. (Optional) Select the end (As At) date for the report.
  9. (Optional) Customize the:
  10. (Optional) Save the report as a template in My Reports.
  11. Click OK to display the report.

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