Modify a Sales by Job Category Report
Before you can perform this task
You must have access rights to Reports for Transactions in the Customers & Sales security option.
Sales by Job Category Summary
- In the Home window,
open the Report Centre. Select Customers
& Sales and then Sales by Job Category
Summary. Click Modify this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter the Start and Finish dates
for the report.
- (Optional) Select
Include inactive
categories.
- Select the job
categories you want to include in the report. Click Select
All to report on all job categories.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
Sales by Job Category Detail
- In the Home window,
open the Report Centre. Select Customers
& Sales and then Sales by Job Category
Detail. Click Modify this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter the Start and Finish dates
for the report.
- (Optional) Select
Include inactive
categories.
- Select the job
categories you want to include in the report. Click Select
All to report on all job categories.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
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