Review a period report
Set a start and end date to review sales and purchase performance for a custom period.
In this guide
- Set the report period
- Review summary amounts
- Inspect transactions
1. Set the report period
Open Sales Report by Period or Purchases Report by Period, then tap the date range at the top. Choose the start and end dates you need instead of being limited to a calendar month.
2. Review summary amounts
Use the summary card to check Total Count, Total Amount, Paid Amount, Unpaid Amount, and Discount for the selected period. The values recalculate when the date range changes.
3. Inspect transactions
Review the dated transaction list above the summary. Each row shows the customer, product, amount, and payment status; tap an amount to open the transaction details.