Modify a Sales by Job Category Report
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You must have access rights to Reports for Transactions in the Customers & Sales security option.
Select the Sales by Job Category report you want to modify:
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- In the Home window, open the Report Centre. Select Customers & Sales and then Sales by Job Category Summary. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter the Start and Finish dates for the report.
- (Optional) Select Include inactive categories.
- Select the job categories you want to include in the report. Click Select All to report on all job categories.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.
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- In the Home window, open the Report Centre. Select Customers & Sales and then Sales by Job Category Detail. Click Modify this report.
- (Optional) Select the Template you want to use for the report.
- Enter the Start and Finish dates for the report.
- (Optional) Select Include inactive categories.
- Select the job categories you want to include in the report. Click Select All to report on all job categories.
- (Optional) Customize the:
- (Optional) Save the report as a template in My Reports.
- Click OK to display the report.