Overview:

This report will automatically run and display the relevant data. You can view the report as a chart by selecting the pie chart button in the top right corner, labelled “Toggle Chart” when hovered over. This feature allows for a visual representation of the sales data, enhancing your ability to analyze account performance effectively.

Sales by Account Report

1. Navigate to Financial Report.
2. Select Sales by Account Report.
3. The report will then run.

Note: It is possible to view the report as a chart, to do this select the pie chart button in the top right. When hovered over it will state “Toggle Chart”

Learn more about running financial reports in Zumzum Financials.