Sales Report: Header Area

Although the default grouping and summarizing methods are defined for sales reports, you cannot generate a particular report without providing specific parameters for it. You use the header area to enter those required details.
 
Header Area Fields
 

Field

Used for

Name

Provide a name for the report

  • It is a required field. If you do not provide a name for the report, you will not be able to save the report.

Date from

The start date of the period to be covered by your report.

  • By default, the first day of the current year is set as a date from. However, you can change the date if necessary.

Date to

The end date of the period to be covered by your report.

  • By default, the current date is set as a date to. However, you can change the date if necessary.
 
After providing header details, you can generate the report based on the specified information and default grouping and summarizing methods.
 
 
More information
Sales Report: Default Grouping
Sales Report: Default Summarizing