Monthly Sales/Invoice Reports

Introducing Monthly reports — We have also added a new date-picker which you can now display yearly/monthly/weekly/daily reports in a tabled format ready for exporting in CSV, this will give you a better comparison year by year, month by month, week by week or even day by day of your sales/invoice data.

URL

Sales - https://my.planufac.com/reports/salesbyproductoverview

Invoices - https://my.planufac.com/reports/monthlyinvoicesbycustomer

Date Picker

With this new date picker you can select the following formats:

Yearly

• This will display your available yearly data, from the dropdown you can select which year or you can view All by ticking "Select All" This will display all the years in one report.

Monthly

• This will display your available monthly data within a specific year, you can tick "Select All" to display all the months in a specific year.

Weekly

• This will display your available weekly data within a month in a specific year, tick "Select All" to view all the weeks available in a specific month of the year.

Daily

This will display all your available daily data within a week/month, you can tick "Select All" and it will give you 1 month worth of daily data seperated by each day of the month within the year.

Here is an example of the Yearly data layout on an invoice report.