Sales Selections

From a client record, this report provides information on an individual client.

Note: if you wish to run similar reports for all clients or for groups of clients, go to: Main Menu > Clients module > Reports > Sales Selection.

Example of an Individual Report:

An Individual Client's 'Over the Counter Sales' for a specific date range:

1. Enter date range
2. Click the check box to select Sales Group. Click on a Sales Group in the list to select, e.g. OTC.
3. Primary Grouping – select Stock Item from the dropdown list.
4. No secondary Grouping required.

This will produce a report similar to the one below.

Alter the criteria to obtain the information you require.