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| | + | The desired date (from ... to ...) can be entered in the marked areas. |
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| | + | green: start of the period |
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| | + | orange: end of the period |
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| | + | == Important: == |
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| | + | * 2020-12-31 --> year-month-day ; 00:00:00 --> hour:minute:second |
| | + | * make sure that you set the correct parameters for your desired period. |
| | + | * note that the 'to' date is set to 00:00:00 on the following day (here: 2020-12-31 00:00:00hr) so that 2020-12-30 is fully included in the revenue view/report. Alternatively, 2020-12-31 23:59:59 would also be possible as the 'to' date. |
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| | + | [[Datei:time condition.png|rahmenlos|1726x1726px]] |
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| | + | In the context field, you can filter the reporting. For example: |
| | + | |
| | + | * in the 'accounts_list' you specify accounting taxes |
| | + | * 'payment_account_list' in this field you specify payment account list etc. |
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| | + | [[Datei:context condition.png|rahmenlos|667x667px]] |
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| | + | Save, after setting the time period. |
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| | + | Go back to the reporting menu and select it again. |
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| | + | Now, in order to get the sales report in the form of a PDF, you need to click on the '''Export now''' / '''Jetzt exportieren''' button. |
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| | + | [[Datei:export button.png|rahmenlos|1146x1146px]] |
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| | + | Now you will receive the PDF with the desired period. |
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| | + | Umsatzreport shows selling info by finance accounts. |
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| | + | The first column (Soll) show how many moneys were paid by different accounts (Cash\Kredikartte\etc) |
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| | + | The second column (Haben) show grouped by finance account what\how many were bought and total price |
| | + | <br />[[Datei:scheduled report 1.png|rahmenlos|768x768px]] |
| | + | [[Datei:scheduled report 2.png|rahmenlos|778x778px]] |
| | [[Kategorie:ETISS ERP]] | | [[Kategorie:ETISS ERP]] |