How can I access the Sales Summary for a particular month or date?
Thank you for reaching out to us. I'm here to assist you with accessing your sales summary for a specific month. To access your sales summary for a particular month or date, there are two methods:
Method 1: Access Sales Summary on the EkiKart App:
Step 1: Access Reports
On the EkiKart App homepage, select “Reports.”
Step 2: Filter the View.
Under the “Sales Summary” tab, select the start and end date that you wish to view a Sales Summary for.
Once you've selected the desired date range, the sales summary for that period will be displayed on the screen.
Step 3 (optional): Export Data.
If you would like to save your report, select “Export.” Your data will be exported to an Excel spreadsheet.
To access sales summary on EkiKart.com:
Step 1: Log in to EkiKart.com.
Log in to your EkiKart account using your credentials.
Step 2: Access Reporting
On your dashboard, select “Reporting.” You will be able to view your sales summary report.
Step 3: Filter The View
Under the Sales Summary tab, select the start and end date you wish to view your sales summary from.
Please note: If you have multiple store locations, select the location you want to see the sales summary for.
Once you've selected the desired dates and location, the sales summary for that timeframe and store will be displayed on the screen.
Step 4 (optional): Export Data.
If you would like to save your report, select “Export.” Your data will be exported to an Excel spreadsheet.
By following these steps, you'll be able to view your Sales Summary for specific dates. If you have any questions or encounter any issues, feel free to ask for further assistance. We're here to help!
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