Zumzum Financials Knowledge Base
- Navigate to Financial Reports.
- Select Purchase Report.
- In the Date From field, from the drop-down menu, select the month you want the report to start from. Any records before this month will not be included in the report.
- In the Date To field, from the drop-down menu, select the month you want the report to start from. Any records after this month will not be included in the report.
- You can save/run the report one of two ways:
- Select Calculate, to run the report and display in Salesforce.
- Select Export to Excel, to download the report as and spreadsheet
in Balance Sheet, General Ledger, Profit And Loss Report (Income Statement) Tags: Advanced Reports, Financial Reports, Purchase Report