CargoEZ | Dev
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On this page
  • Sales Report
  • Total Sales Section
  • Est. Gross Profit Tab:
  1. Modules
  2. Freight

Sales Reports

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Last updated 1 year ago

The Sales Reports section includes three tabs:

  • Sales Report

  • Total Sales

  • Est.Gross Profit

Sales Report

This report provides a comprehensive overview of all shipments created for various customers within your organization during the selected date range.

To view this section in report:

  1. Navigate to on the side bar.

  2. Under Shipment->click Sales Report.

  3. The first tab is the sales report, displaying a list of shipments with all their details.

  4. Use the filter options (filter field, filter type, filter value) to refine the displayed data.

  5. You can download the report in Excel or CSV format.

Total Sales Section

  1. Displays a list of salespersons and their sales values for each month of the year.

Est. Gross Profit Tab:

  1. This tab contains a list of salespersons and their respective gross profits for each month of the year.