Custom Reporting Question

I would like to create a simple custom report and extract the data to excel.  I simply would like to have a month-by-month comparison of sales so I can generate a simple chart.  The Sitelink graphing feature only goes back 1 year.  Is there a report that can easily do this?


  • MamaDuke7
    MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    I would use the Management History (which is 1 year) and then run it again with a different reporting date.
  • storable_support
    storable_support Registered User, Registered Moderator, Community Manager ✭✭✭✭✭
    Hello, I just wanted to offer another solution.  There is a built-in, custom report called 'Management Summary - 3 Years by Month' that may provide what you're looking for -- hope this helps you!
    Happy New Year, Amy C. 

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