Sales Report

The Sales (or Gross Receipts) Report allows you to FIND papers either by ”Date Billed” or “Date Served.” It allows you to see a “snapshot” of how much business you are doing for a given time frame.

 

  1. To generate a sales report go to PM Tools -> Job Reports -> Sales Report
  2. Enter a date or date range in either of those fields and press the “Enter” key on your keyboard or press “Continue” above to complete the “Find” sequence. The report will be displayed in the Browse mode as a list sorted by Client ID# and Job
  3. Press the Preview button to see the report in a Summary form for each client (use book on left to go between multiple pages).. To return to the Browse mode, press the Browse button. Press the Print button to print the report (it will print in the Summary form).
  4. To Sort by “Serve To” press that button (you can do this ONLY in the Browse mode). This sort is to allow you to see an alphabetical list of persons served which makes it easier to find someone’s name. You can print this list (but it won’t be in Summary form). To return to the Summary form you must press the Sort by Attny ID# button then press Preview.