Order Financial Matrix Reports
There are 2 reports that will produce an Excel spreadsheet of all orders with the dollar amounts broken down by what is defined in your Catalog under each SKU's Sales Information tab.
- Order Financial Matrix by Category - dollar amounts are broken down according to the SKU Categories in your Catalog
- Order Financial Matrix by Account - dollar amounts are broken down according to the Ledger Accounts & Amounts for Income in your Catalog
To run these reports:
- Go to Accounting / Reports / Orders & Catalog Reports.
- Select the range of dates for the report.
- Download to Excel.