How to export sales report?

Step1: From the left side menu, go to Dashboard > Other Reports

Step2: Select the report as per your requirement.

Example: Select "Sale orders" from dropdown for sales data

Step3: You can select the columns that you expect to analyze in the report, set the filters on the basis of product category or date of update.

Note: Display Order Code is CRED Order Id

Step4: Click on checkbox ,Set the date range from which you want to get the data then.

Note: Added in Date Range (1) is mandatory filter

Step5: Set the email ID to be sent on or you can leave it default and then click on button “Create Export”.

Step6: You can download the file now from View Export.

Note: Reports from Uniware can be downloaded for any period of time, but at a given point of time, you can only select the data of maximum 92 days. If someone needs a report for a longer duration, they just need to keep selecting multiple windows of 92 days under Custom Range.

Note: same process has been demonstrated in the video below

report with aud.mp4

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