Sold Products Report

Sold Products Report


This report will provide you key metrics around products sold to customers over a date range. A good use of this report is to keep track of which products are most popular among your customers, and which products need additional sales work.


  1. Click Reports.
  2. Click Sales Reports.
  1. You will be redirected to the Managerial Accounting Reports screen.
  1. Click Sold Products.
  1. You will be redirected to the report. See image below:




  1. In the upper right, Click Advanced Filters.
  2. Going left to right, do the following:
  1. Set a Date Range. This will populate data based on invoice dates.
  2. Select a Customer to run the report on.
  3. Optional: Click the Break down kits check box.
  4. Optional: Click the Search by Creation Date check box. This will populate data based on when orders were created instead of invoice dates.
  1. Click Filter.
  2. The report will populate in the Quick Preview section.




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