Sales by State Report window

SalesCS > Sales > Reporting menu > Sales by State Report window

The Sales by State report displays sales and tax amounts grouped by either the shipping state or the billing state. Work orders, holds, quotes, layaways (except for layaway pickups), back orders, paid outs, voids, and gift cards are not included.

State

Select if you want to group the report by Billing State or Shipping State.

This is the state in the Customer Information section of the Order Entry or Point of Sale entry window. If this is a cash sale and no state is in the entry window, the state is based on the billing or shipping state from the Organization Information window in Controller. If no state information is available in Controller, the transaction will appear on the report under the UNKNOWN heading.

Date Range

From the drop-down, select a predefined period to run the report for.

Transaction Date

If you didn’t select a date range from the Date Range drop-down, enter the date range you want to run the report for.