- Go to the option “Archive”
- Choose the desired dates which you
want to download. Once you select
them, click on the right 3 horizontal
dots and select option “Download
invoices as CSV”.
- Open the CSV file in Microsoft Excel
or Google Sheets.
- Sort the data into different columns.
To do this, select the entire column
and then select option above “Data”
then “Split text to Columns”.
Within this option, select “Delimited”
then tick “Comma” as delimited and let
Excel perform the function.
- Generating reports:
Revenue per
product
Select row 1
and then select the “Filter”
option. Filter column M
(description) on the desired
product. Now you will only see
the sold products.
By adding up the total of
column O (subtotal), you will
know the revenue generated by
this
product.
Revenue
per
customer
Select row 1
and then select the “Filter”
option. Filter column A
(company ID) on the desired
customer. Now you will only
see the revenue for that
customer.
By adding up the total of
column O (subtotal), you will
know the total
revenue.
Number
of sold
products
Select row 1
and then select the “Filter”
option. Filter column M
(description) on the desired
product. Now you will only see
the sold products.
By adding up the total of
column L (quantity), you will
know the total number of sold
products.