Overview:

To generate a Purchase Report in Zumzum Financials, start by navigating to the Financial Reports tab and selecting the “Purchase Report” option. In the “Date From” field, choose the starting month for the report, ensuring that only records from this month onward are included. Similarly, select the ending month in the “Date To” field. Once the date range is set, you can either select “Calculate” to run the report and view it in Salesforce or choose “Export to Excel” to download the report as a spreadsheet for further analysis.

Generating a Purchase Report in Zumzum Financials

1. Navigate to Financial Reports.
2. Select Purchase Report.
3. In the Date From field, from the drop-down menu, select the month you want the report to start from. Any records before this month will not be included in the report.
4. In the Date To field, from the drop-down menu, select the month you want the report to start from. Any records after this month will not be included in the report.
5. You can save/run the report one of two ways:
   1. Select Calculate, to run the report and display in Salesforce.
   2. Select Export to Excel, to download the report as and spreadsheet.

Learn more about running financial reports in Zumzum Financials.