Generating the Sales Adjustments Report

The Sales Adjustments Report lists the sales or adjustments made within the specified date range.

1. Click Reporting and select Standard Reports.
2. Click Sales Reports.
3. Click Sales Adjustments Report.
4. Select the appropriate date criteria.
5. Select By Date Range to enter a date range to print, or select dates from the calendar.
6. Select By Month & Year and enter the month and year, or click the Calendar button to select the date.
7. Select the Sales Adjustment Reason to print.
8. Select one or more Office(s) to include on the report.
9. Click Generate Report.

   The report opens in a new window.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
10. To export the report, perform one of the following steps:
    • Click Export to PDF to open the report as a PDF file.
    • Click Export to Excel to open the report as an Excel spreadsheet.