Scenario
User needs to creating a Report for Invoices and/or Cash Sales showing Est. Extended Cost, Est. Gross Profit, Est. Gross Profit Percent and other fields for each line item.
Solution
1. Navigate to Reports > Sales > Sales by Customer > Customize
2. Under Edit Columns tab, expand the Sales folder > Item subfolder > Click on Name to display the Item Name
3. Still on the Sales folder, select Est. Extended Cost (Line), Est. Gross Profit (Line) and Est. Gross Profit Percent (Line) to display them on the results
4. To display the quantity of the item on the Invoices/Cash Sales, click on Quantity
5. To display the Unit Price or the Selling price, add a Formula field by clicking on the “Add Formula Field” button.
• Set Formula = Ratio x/y
• X = Sales
• Y = Quantity
• Custom Label = Selling Price or Unit Price
6. To display a Grand Total at the bottom of the report for one of the columns, click on the column and mark the checkbox for “Add Grand Total”
7. To filter the results to show only Invoices and Cash Sales, go to the Filters tab > expand Sales folder > click on Transaction Type to add it as a filter
8. Select Invoices and Cash Sales on the list
9. Rename the report
10. Click Save or Preview