invoice Lookup Analysis

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Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

WorkshopStock ItemsSupplierCustomerQuotesLedgerInvoiceEmployeecompanyFileSales OverviewGift CardInvoice OptionsInvoice ExtraRecurring Invoice LookupCashUpNew Credit NoteCredit Note LookupInvoice LookupNew InvoiceInvoice_Main_Menu

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Year LabelPivotgrid ReportAnalysis tab

 

Select the data you want to display by clicking on the pre-set reports, or you can put together your own reports, e.g. drag the Inv.Type. label next to the Total Incl. label. See the brown arrow above.

Drag now the Discount Amt. label to where the Total Incl. label was.

Replace the Employee label with the Customer label. Drag and drop the labels to get a feel for it.

 

Lookup_Analysis_YearLabel

 

 

To show the chart.

1 Double click on for e.g. on Alfred or John.

2 You can show more than a single line by high lighting (click and drag) the cells you want to display and then click on the Chart tab.