Organization Trend

Compares profit margins from one year to another, breaks down monthly profits/sales/expenses, and gives 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 must Edit Menu Entries.

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

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: EditOrganizationalUnit, DiscountReasons, CancelledReceipts, OrganizationReport, Receipts, and VoidedReceipts

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

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