This article provides instruction on creating an Invoice Margin Analysis report.
To create the report:
- In Paladin, on the top ribbon, select the Reports module.
- In the Report Area pane, select Sales Analysis > What I Need To Know.
- In the Report List pane, select Invoice Margin Analysis Report.
- In the Choose Report pane, click F12 Next.
- In the Invoice Margin Analysis Report window, fill in the Dates fields.
-
- In the first Detail by: list, select from the following:
- Department
- Primary Supplier
- Location
- Class 1
- Class 2
- Class 3
- In the second Detail by: list, select criteria to report.
- In the first Detail by: list, select from the following:
- In the Sorting Options pane, select F12 Run Report.
An Excel icon appears on the bottom task bar of your computer.
- Click the Excel icon to open the report.
If you have questions or suggestions about this information, contact support@paladinpos.com.
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 4/26/24