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:

  1. In the Home window, open the Report Centre. Select Customers & Sales and then Sales by Job Category Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter the Start and Finish dates for the report.
  4. (Optional) Select Include inactive categories.
  5. Select the job categories you want to include in the report. Click Select All to report on all job categories.
  6. (Optional) Customize the:
  7. (Optional) Save the report as a template in My Reports.
  8. Click OK to display the report.
  1. In the Home window, open the Report Centre. Select Customers & Sales and then Sales by Job Category Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. Enter the Start and Finish dates for the report.
  4. (Optional) Select Include inactive categories.
  5. Select the job categories you want to include in the report. Click Select All to report on all job categories.
  6. (Optional) Customize the:
  7. (Optional) Save the report as a template in My Reports.
  8. Click OK to display the report.