Tag: report

Permission To Export the Report

The client would like to add permission to a role that can export (download) the Report in various formats. For a custom role to have the ability to Export (download) the Report and Lists results, the role must have the Export Lists permission. This permission should be added to the custom role. On adding this permission the export button will be visible on the… Continue reading Permission To Export the Report

How discount values are calculated and fetched in saved searches and reports

If the discount amount is in Currency format: To calculate the amount of discount that each item receives, we can follow these steps: Calculate the total value of the order before any discounts are applied. For each item on the order, calculate the weight of the item as a proportion of the total value of… Continue reading How discount values are calculated and fetched in saved searches and reports

Report on the behavior of discount items in sales transactions

Non-Posting/ Account Line Discount Item/ Body Discount Item Discount amount reduces from field… in saved search Non-Posting Line Discount Item – In Record: The discount amount will be reduced from the subtotal of an item.– In saved search: Will show the discount item in a separate line. Also, the disc amount will be reduced from… Continue reading Report on the behavior of discount items in sales transactions

Create a Report to Show Customer Returns Quantity per Item

1. Navigate to Reports > Sales > Sales by Item > Customize Summary. 2. Under Filters link, click on Sales folder. Scroll down and click on Transaction Type folder. Click on Long Name. Set the filter to Long Name is equal to Credit Memo. 3. Enter a Report Name and click Save.