675
HOW TO CREATE THESE REPORTS
Sales Summary (vale in Rs) Legend
Sales for the day MTD - Month Till Date
MTD sales CY | MTD sales LY YTD - Year Till Date
YTD sales CY | YTD sales CY CY - Current Year
Top 5 customers - LY MTD vs TY MTD LY - Last Year
Bottom 5 customer - LY MTD vs TY MTD
Top 3 salesman - LY MTD vs TY MTD
Bottom 3 salesman - LY MTD vs TY MTD
*This post is locked for comments
I would suggest to contact your Partner to create these reports if they are very important to your business.
If you are a partner and don't know where to start - then I suggest training & reading
This question has already been answered in another thread.
You should look for some standard report that does more or less what you need and try to modify it to feed your needs or create a new report using the standard one as base.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (