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March 12, 2023
Question

Is there a report that show sales in each state we ship to

  • March 12, 2023
  • 1 reply
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1 reply

LieraMarie_A
March 12, 2023

Hi there, Kristen. I'll help you generate the report you need.

 

The closest way to show sales in each state is by running the Sales by Location Detail report. First, make sure the Track Locations setting is turned on. This enables you to specify the location or state every time you create a transaction, like an invoicesales receipt, etc. If you haven't already, follow these steps:

 

  1. Go to the Gear icon, then choose Account and Settings.
  2. Tap Advanced.
  3. Pick the Edit icon in the Categories section.
  4. Select the checkbox to track locations.
  5. Hit Save, then Done.
     

Then, you'll have to add the locations you want to track. Here's how:

 

  1. Go to the Gear icon, then pick All Lists.
  2. Choose Locations.
  3. Click New, then add the Name of the location you want to track.
  4. Select Save and Close to confirm the action.

 

You can read through this article for more information about the steps provided above: Track Location Tracking. Once done, you're all set to run the Sales by Location Detail report. Here's how:

 

  1. Go to the Reports menu.
  2. Look for Sales by Location Detail in the search box and select it.
  3. Fill in the Report periodGroup by Location, and Accounting method fields.
  4. Click Run report to display the desired info for this report.

 

You'll also want to get a personalized format for your reports. This article will give you details on how: Customize Reports.

 

Fill me in if you have more queries about running your reports. I'd be glad to assist you further. Take care always and best regards!