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How to Find Sales by Brand in a Time Range

EPASS Support

14-Feb-2024

If you need to see sales within a time range, the best report for this is OE-12 MTD Sales Analysis. To access this report in EPASS, go to Invoice > Reports 2 > OE12 – MTD Sales Analysis.

When you run the report, use parameters like the following:

You will want to set your own date range and can also adjust other parameters.

For Report Type, you can choose to generate a detailed list of all invoices falling under a selected brand, along with the total amount, by selecting Detail. Alternatively, you can choose to generate a summary report that only lists the brand and the total amount by selecting Summary.

For Include "Not Posted" Invoices: If you select the Finished status for the report parameter, you can choose to include invoices that are in the Not Posted status as well.

If you check Include Date as a Column in Excel, the report will include the date for each invoice when you export the results to Excel.

For a complete list of each parameter please see the OE-12 article in our EPASS Enterprise Help section.

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