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Client wants to run a sales report comparing 2021 data to this year

Posted: October 5, 2022 at 4:43 pm

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scaldwell

October 5, 2022 at 4:43 pm

Is it possible to run reports against the sales data from year to year?


Garth

  • Support Staff

October 5, 2022 at 9:13 pm

Hi there,

There is no standard report.

The easiest, most accurate, and most flexible thing to do is just export all the data and build a report from the csv file data.

I would just take all the data maybe massage the format or add a column or two and then build a pivot table(s). Depending on what you want to see, it’ll probably only take 15 minutes. But after you do that once or twice, you’re going to want to look at the data in more and more ways.

Does that make sense?


scaldwell

October 11, 2022 at 3:20 pm

For me no … but hopefully this will help my client. I appreciate your help!

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