How to download Sales Report

How to download Sales Report

1. Scroll down on the left navigation menu and click on Reports. Then click on Deal Reports block.



2. Click on the Smart View dropdown and then click on Sales Report - This Month (for this month's sales report) or any other Sales Report as per your requirement.



3. Once the Sales Report view is loaded click on Export icon on the right side and then click on any of the Export options available in the dropdown.



For deal to appear in the Sales Report it's status should be Delivered.

    • Related Articles

    • How to download Garage Register

      Following are the steps to download the Garage Register : 1. Scroll down on the left menu and click on Reports and then click on Inventory Reports block. 2. Click on Smart View Dropdown and then click on Garage Register. 3. Once the view for the ...
    • How to Schedule a Report

      You can set a schedule to receive the report on your email(s) at the time that is most convenient for you and your team. To do so, click on the Reports in the left section and then select any of the Report sections, in our case, we will select ...
    • Why "closing a deal" is important

      The deal is closed!  Before we learn how to close a sale - it's important you understand what closing the transaction will accomplish. Below are 5 things that happen when deals get finalized: 1. It will show up on your sales report. 2. It will ...
    • First Steps

      OVERVIEW These articles cover the basics of getting your Zop account set up. If you are someone who likes to self-teach and try things out yourself, this is a great place to start! There are two main things to accomplish when getting started with ...
    • How to Create a Wholesale Deal?

      How to create and print a Wholesale Deal Creating a Wholesale Deal is super simple. Please follow the steps below: 1. Go to the Deals Module  2. Click on Create New Deal 3. Scroll to the section that says Retail or Wholesale and toggle the selection ...