month-by-month revenue/sales report for FY23 and also YTD FY24

KarenT_4188464

Hi everyone, can anyone help me with this question. What report etc would I run to achieve these details.

Tanvi_kataria

Hi @KarenT_4188464

Based on the Reporting, the options available for Sales Report are as in the screenshot -

Once you choose the option as per your requirement, you can add filters by clicking on Modify reports as in attached screenshot. -

And to sort the dates, choose Custom Dates and enter the dates you are looking to print the report for -

I hope this is helpful. Please let us know, if you have any concerns. Thank you!

Regards

Tanvi

Acctd4

Hi @KarenT_4188464

Modify a Profit & Loss report:

• On the Display tab ... Change the Dates to This Financial Year
• Display columns by Month
• Tick the checkbox to Add subcolumns for Previous Year

If you want to tweak it further still to show income only, you can select All ordinary Income accounts under the Accounts filter on the Filters tab.

TIP: If this is a report you would like to review regularly, give it a specific name - in the Report Title on the Header/Footer tab, under Modify ... - & Memorise it. Better still, add it to your Icon Bar for 1-click access (by clicking on View along top toolbar then "Add ... to Icon Bar") ! 😊

KarenT_4188464

Thank you Shaz. You are always so helpful :)

Acctd4

No problem @KarenT_4188464 😊