Accessing Sales Reports

Created by Matt Reid, Modified on Sun, 4 May at 8:17 PM by Matt Reid

  1. In the LH menu select the 'Point of Sale' dropdown, then 'Closures.'
  2. Closures are listed newest to oldest. Select the closure date you wish to view, and select 'Sale Report' in the 'Actions' column.
  3. You will be taken to the below page.
    Here, you can apply filters such as the date range, team / salesperson, contact, and sales channel.
    You can choose to view or download the report.

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