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As a new user to Acumatica I am trying to figure out how the software works and there is one thing that I just can’t figure out.

 

I was wondering if there was a way to run a sales report. Specifically is there a way to see what the sales are by day/month/year?

Basically a report that shows the date, and how much was sold that day/month or year?

 

After looking all over the place on the Acumatica software I can’t find it anywhere. If it isn’t possible then I will save a ton of time looking for something that isn’t there.

 

Thank you very much.

Hi @RufusTrunt 

Acumatica has a number of sales reports available as shown in the screenshot below. You can customize these standard reports using the Report Designer.
Or you can create a new report that you want using the Report Designer.

 

 

 

Take the free S150 Report Designer course to learn how to customize and create new reports.

 

 

Best Regards,

NNT

Hello @RufusTrunt ,

I recommend Daily Sales Profitability, to view sales by day.

Daily Sales Analysis offers filters for

Range of Dates

Document Type

Customer

Inventory Item

Option to include unreleased and or incomplete sales.

Laura

Thanks for the response. I will look into this. 

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