Sales [Activity Detail] report


See Overview of report details for more information.

Filters

General:
Activities: All/Selected
Advanced:

Dated: From/To
ID: From/To
Amount: From/To
Employees
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Sale Status
Currencies

Sorted by

Activity

Subtotals / Totals

Subtotals for each Activity:
Units
Amount

More Report Fields (not preselected)

Units of Measure
Billing Address
Billing Address Phone#1
Billing Address Contact
Notes
Terms
Credit Limit
Amount Paid
Current Balance
Tax ID
Memo
Comments
Job No.
Sub-job of
Job Name
Job Description
Job Contact
% Complete
Start Date
Finish Date
Job Manager
Linked Customer
Job Status
Reimbursable
Shipping Address
Shipping Address Phone#1, #2, #3
Shipping Address Fax
Shipping Address Contact
Address 3
Address 3 Phone#1, #2, #3
Address 3 Fax
Address 3 Contact
Address 4
Address 4 Phone#1, #2, #3
Address 4 Fax
Address 4 Contact
Address 5
Address 5 Phone#1, #2, #3
Address 5 Fax
Address 5 Contact
Category

Finishing Choices

Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Print Card Totals
Include Company Name
Include Company Address
Include Report Date and Time

Drill Down to Source window

Click: Activity ID and Name
Opens
: Profile view of Activity Information window

Click: Customer Name, ID#, Date, Units, Amount, Status, Rate
Opens
: Sales window