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Small and medium business | Business Central, N...
Suggested Answer

Rapport of sales per day

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We would like to have a list of items that are sold per day (in a sales order)

is there any way to filter or create a rapport to see the items in the sales order per day?

  • Suggested answer
    Stefano Demiliani Profile Picture
    37,172 Most Valuable Professional on at

    You can create a custom report that works by retrieving Sales Shipment Lines (or just create a page on that table with the data you need).

  • BCgs Profile Picture
    470 on at

    The easiest way would be to use the "Web Services" and within there you have links you can use to grab the data into Excel and can create reports/analysis from there. Using excel and  Data > Get Data you can drop the link in and connect to the information.

    One issue i have found is i was using the "Sales Dashboard" however that reports posted sales as opposed to posted invoices so the data was not 100% accurate for what i needed.

    Also you could use Power Bi but i'm not too familiar with that myself and requires additional licencing.

    What i did in the end is used our web developer to create a report dashboard for us to connect to Business Central to report the "Invoiced Sales Lines" for our sales analysis and we then add in our monthly targets etc

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