This article will walk you through the process of running the Products & Expenses report.
This report will show both summary information for the selected period:
- Total Sales
- Total Items
Plus detailed information on:
- Sales by Date
- Sales by Category
1. From the left-hand panel click Reports > Classic Reports, and select Products & Expenses Report.
The Report page displays
2. Select Parameters and click Generate.
The report displays
Export products & expenses report
Click the Export dropdown, in the upper-right corner of the report, and select Excel or PDF.
Schedule a products & expenses report
To schedule the report, check out our article Schedule a Report.