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How to download monthly sales data on Web

Step 1: Go to Reports 

Click on the “Reports” icon on the left dashboard and select the “sales” option from the drop down menu under “Transaction Reports”.

Click on reports Icon
sales report under transaction reports

Step 2: Select the time period 

Now, click on the calendar option under the sales tab and select the date range for your sales report.

Note: You can either select a standard range, such as “This month”, “This Week”, “Last Month”, or a custom range. 

select the time period range

Step 3: Download the Data 

Based on your preference, click on the “Download Excel” or “Download PDF” option under the sales tab. 

download the sales report

Congratulations, You have successfully downloaded your monthly sales data. Now, you can view this data on your device. 

Note: You can always customize the data you download by adding or removing columns from the report. 

view monthly sales data

How to download monthly sales data on Android

Step 1: Click on the Reports icon.

Go to the “Quick Access” section and Click on the “Reports” icon present on it.

Go to reports

Step 2: Select the Sales Reports

Now, Select the “sales” option from the drop down menu under “Transaction Reports”.

select sales under transactions reports

Step 3: Select the time period 

Now, click on the calendar option at the top of the screen and select the date range for your sales report.

Note: You can either select a standard range, such as “This month”, “This Week”, “Last Month”, or a custom range. 

select the time range

Step 4: Download the Data 

Based on your preference, click on the “Download Excel” or “Download PDF” icon at the top right corner of the screen. 

Congratulations, You have successfully downloaded your monthly sales data. Now, you can view this data on your device. 

Note: You can always customize the data you download by adding or removing columns from the report. 

downloaded data successfully