Modify a Sales Synopsis Report
Before you can perform this task
You must have access rights to Reports for Transactions in the Customers & Sales security option.
- In the Home window,
open the Report Centre. Select Forecast and Analysis,
and then Sales Synopsis. Click Modify
this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and Finish dates for the report.
- (Optional) Customize
the:
- (Optional) Save
the report as a template in My Reports.
- Click OK to display
the report.
What do you want to do?
Change the presentation of this report in the report viewer
Print this report
View detailed information
about a specific part of this report
Open this report
in Microsoft Excel
Export this report
to another format
Change
your default printer settings for reports
Refresh this report