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Order Summary Report Across Ye…
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Last modified on 10/14/2011 2:43 PM by User.

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Order Summary Report Across Years

Overview

Now that users have been on OASIS for several years viewing sales or commission data across several years may be important. This report gives you a broad view of all your business broken out by manufacturers. This will help to see trends in business and the last page of the report will give you a graphical view by showing it to you in a chart. The Order Summary report can ran across the number of years you have had OASIS just by making a few clicks.

NOTE - Order Summary report is available on the Home Screen (Reports > My Order Summary Reports) or in the Reports section (Worksheets > My Order Summary Reports) 

Running the report

Go to My Order Summary report

In the window, change the Year to “All”

  • Then change the Columns to “Year”

  • Next, click “Update” (in the upper left corner)
  • This will generate the report on screen

The report may be printed, switched to other options, show all the transactions, etc.