Profit & Loss of Document Report
Profit & Loss of Document Report
This report shows profit/loss of each document and its details.
Basic Filter
Date Range: define the date range from and to.
Debtor: choose either No filter, Filter by range or Filter by multi-select
Report Options
Group by: choose one of the following options: Debtor Code, Debtor Type, Sales Agent, Currency Code, Area, Date, Month, Year, Document Type, Sales Location.
Sort by: select either sort by Document No. or Document Date.
Show Detail: to show the detail items
Show Criteria in Report: to show selected options in report
More Options
Filter Options
Sales Agent: choose either No filter, Filter by range or Filter by multi-select
Area: choose either No filter, Filter by range or Filter by multi-select
Debtor Type: choose either No filter, Filter by range or Filter by multi-select
Currency: choose either No filter, Filter by range or Filter by multi-select
Project No: choose either No filter, Filter by range or Filter by multi-select
Department No: choose either No filter, Filter by range or Filter by multi-select
Sales Location: choose either No filter, Filter by range or Filter by multi-select
Cancelled Status: choose Show All, Show Cancelled or Show Uncancelled. Include filter by Invoice, Cash Sale, Debit Note, Credit Note and POS.
Invoice: check to include Invoice document, choose either No filter, Filter by range or Filter by multi-select.
Cash Sale: check to include Cash Sale document, choose either No filter, Filter by range or Filter by multi-select.
Debit Note: check to include Debit Note document, choose either No filter, Filter by range or Filter by multi-select.
Credit Note: check to include Credit Note document, choose either No filter, Filter by range or Filter by multi-select.
POS: check to include POS document, choose either No filter, Filter by range or Filter by multi-select.
Inquiry: to refresh and show the result of filter options and report options.
Preview: to preview report to be printed
Print: to select printer and print report
Hide Options: to hide the Options portion so that the screen has more space for details. Click on Show Options to show it again.
Close: close the screen
Click on Preview
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