Totals

The Totals Report allows you to calculate summary values for the records currently displayed in a data table.

Any filters you have applied are included in the report, making it easy to analyse a specific subset of your data.

Generating a Totals Report

To generate a totals report:

1. Apply any filters to the data table if required.
2. Click the Totals button.
3. The Totals Report will be displayed.

Report Types

The Totals Report can group data by several different categories:

• Currencies
• Customers
• Locations
• Items
• Tags
• Account Managers
• Customer Items
• Location Items

Available Columns

Depending on the report type, the following columns are available:

• Name
• Currency
• Sales
• Cost
• Profit
• Margin
• Markup
• Quantity
• Delivery Fees (where applicable)

Results can be sorted by any column to quickly identify your highest or lowest performing entries.

Exporting

All totals reports can be exported to CSV for further analysis or reporting.

Video Walkthrough

A short demonstration of generating a totals report is shown below: