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Sales by Contact Report
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The Sales by Contact Report provides a way to analyze sales generated by all or specific members. The report may be filtered by member, specific date range, and custom search criteria. NOTE: This will display sales totals, whether the sale has been paid for or not


  1. Click Reports in the left-hand navigation panel.
  2. Select Sales by Contact Report.

  3. Select your search filtering criteria. For example, you may wish to generate the report for a specific date range.
  4. Optional - enter additional Criteria/Filters. For example, if you wish to generate the report based on membership type, select Membership Type.
  5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
  6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.
  7. Click the Run Report button.



See the following articles for Common Report Functions:


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