How to create a monthly sales and VAT reports
You may want to generate a VAT report for your sales, you can do this with One Stop Order Processing, instructions below.
If you change the view to the VAT summary this will contain most of the information.
If you need additional information you an add this to the view (by selecting View->Customize current view).
Change the filter to use in Advanced filtering and select the Order Date field along with a criteria of Last Month, this month or Between and enter the required dates. You can then click on Refresh to show the orders that you are interested in.
You can also produce a report for this by using the File->Print->Print Order View menu option. This will produce a report as shown on the screen with all fields totaled at the bottom. You can also use the right mouse button on any column and it will show you its total.
You can also use calculations on various fields by amending their default value.
Press F1 on any dialog for more information on how to use that dialog. or more analysis you can export the information as an Excel CSV file. Select the File->Import Export->Export menu option and export the selected orders or all orders in the current view. You can then view/amend this in Excel.
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