Organization Trend

Compares profit margins from one year to another and breaks down monthly profits/Sales/Expenses and give a total accumulation for the year

To view your organizational trend report navigate to the Evaluations tab, If you can not locate it there you will need to Edit Menu Entries.

This report may be filtered by Category and Tags. Your category options are Sales, Profit, and Expences.

Next, you will need to select the years you wish to compare. Once you have made all the desired selections click Update at the top of the page.

Within this report, you may select one of the Organizational units for these additional menu options Edit Organizational Unit, Discount Reasons, Cancelled Receipts, Organization Report, Receipts, Voided Receipts

Finally, this report may be exported into a PDF or Excel simply by selecting one from the top of the screen.