The Income by Sales Code report allows you to see all transactions associated to a specific sales code, and associated to a specific project. Access this report by going to Projects > Selecting the Project > Income by Sales Code report.
Running the Report
Using the options on this page, select;
- Start Date/End Date – Set the date range for the report, these dates are inclusive.
- Invoices – Issued or Paid. Invoices issued will show all invoices between these two dates regardless of paid status. Paid will show only those with payments against them.
- Project – This will automatically default to the project you previously selected by can be changed if required.
- Source – You can further filter this report by a specific source if required.
When ready, click Re-Run Report.
You can also access this report in Reports > Sales > Income by Sales Code.
The data will display as a pie chart towards the bottom of the page, you can download a breakdown of this report by clicking the Download CSV button.