Step-by-Step Guide to Export Sales Reports to PDF π
Learn how to quickly generate and export your sales reports as PDFs. Follow these simple steps to access reports and save them for your records!

Business Pilot installation company CRM / ERP
26 views β’ Nov 11, 2019

About this video
1. Click the main menu and click βReportsβ. (To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account)
2. To run a Sales Report please find this near the middle, left-hand side of the page for retail reports and the left-hand side for trade. Choose the date range you would like the reports to contain and press the button to the side with the Adobe PDF symbol.
2. To run a Sales Report please find this near the middle, left-hand side of the page for retail reports and the left-hand side for trade. Choose the date range you would like the reports to contain and press the button to the side with the Adobe PDF symbol.
Video Information
Views
26
Duration
0:30
Published
Nov 11, 2019
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