Sales Invoice Totals by Custom Field

The Sales Invoice Totals by Custom Field report provides a detailed breakdown of your sales invoices, categorized by custom fields. This allows for enhanced analysis and tracking of specific data points tailored to your business needs.

Creating the Report

To create a new Sales Invoice Totals by Custom Field report:

1. Navigate to the Reports tab in the left navigation pane.
2. Click on Sales Invoice Totals by Custom Field from the list of available reports.
3. Click the New Report button to configure your report settings.

Understanding the Report

Once generated, the report will display totals of sales invoices grouped by the selected custom field values. This helps you:

• Analyze sales data based on specific criteria unique to your business.
• Track performance of different categories, departments, or any other custom grouping.
• Make informed decisions by identifying trends and patterns within your sales data.

Note: Ensure that you have set up custom fields in your sales invoices to utilize this report effectively.