Saturday, April 13, 2019

Sales Report to Show Top Selling Items by Sales Territory

1. Navigate to Reports > Sales> Sales by Customer > Customize Summary

2. Under Edit Columns > expand Sales folder > Item subfolder > add Name

3. Move the Item column to the extreme left to show it asthe first column of the report and set Group= Yes

4. Highlight the Customer column then click on Remove button below the said column.

5. Under Filters page > expand Customer/Job folder > add SalesTerritory > select desired territory

6. Set Show in Footer = Yes.

7. Under Sorting page > remove Customer sorting

8. On the same page> expand Sales folder > add Transaction Total (Revenue)

9. Rename the report

10. Preview or Save

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