Invoice Wise Profit Report
How to View Invoice Wise Profit Report in SwilERP
Easily track your invoice profits with SwilERP! The invoice profit report gives you important details like time, sales, costs, and profit margins. This helps you understand your earnings and expenses better. Just choose a date range to see these insights.
Start with login in SwilERP Dashboard to initiate the process
-
Go to Reports> Profit Reports> Invoice Wise Profit.
Reference image:
SwilERP Dashboard WindowProcess to view the reports
A new window of invoice wise profit report
will appear in the next slide.
Follow the below-mentioned steps to view the report:
-
Select the Date Range
"From"
to
"To", in which you want to view the report.
-
Tick-Mark
on the following options, if required.
-
Deduct Return
-
Deduct Cash Discount
-
Deduct Redeem Points
-
If users want to filter the Series,
then they can do it from the given option.
-
Click on the View
tab.
-
After that, you'll see the invoice
-wise report on the below-given screen.
How can you analyze invoice wise profit report?
In this section, you can analyze your invoice wise profit report. You can find this report similar to the pivot table, in which you can view the profit details.
-
Go to the
Analysis section.
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Select the details as same as you selected in the Home section.
-
Click on the
View option.
-
After that,
Choose fields to add to report. Tick-mark on the options; then, they will automatically field in the below-given areas.
-
You can also
Drag fields between below-given four areas:
Filter, Columns, Rows, Values.
-
The data reflect in the
Analysis Grid
section.
Reference image:
-
Click on the Chart tab to view the report in chart format.
-
Here you'll see the report's chart along with reflected every detail.
Reference image:
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You can also view the report in Raw Data,
where you can find every detail.
-
Click on the raw data and
there you will see
invoice
wise profit report.
To Print and Preview the Report
-
Go to the Display
section.
-
Select Print
and Preview option to take printout of the report.
Reference image:
-
Go to the Display
section.
-
Click on the ''T'' button,
and there, you'll see the options to convert your report into an excel file.
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