Reports for Sales Orders in Zoho Books
We are looking to produce reports in Zoho Books for Sales Orders. The current selection is: by Customer, by Item, or by Sales Person. AND these are only as invoiced (revenue), not when the Sales Order is actually booked (sales).
How do we quickly calculate what has "booked" (date sold/date of sales order) in sales for a month or quarter?
There is no way that we have found to 'filter' any report data to get exactly what we need.
Example: In the month of January, how much did we sell (not invoiced) /book and for what items/customers?
More robust reporting is needed however this would be a good starting point for us.
Thanks!
-Gina
Topic Participants
gina.agilebizops
Manoharan
Shaimaa Albloushi
laurent.janolin
Ethan Pham
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