Overview:

To generate a Sales Report in Zumzum Financials, navigate to the Financial Reports tab and select the Sales Report option. Set the report’s time frame by choosing the start and end months in the “Date From” and “Date To” fields. You can then either calculate the report to view it directly in Salesforce or export it to Excel for offline analysis. This flexibility allows for easy customization and review of sales data within the specified period.

Generating a Sales Report in Zumzum Financials

1. Navigate to Financial Reports.
2. Select Sales 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.