Filters for transaction type. Possible choices:

Open

Filters out specific items. Because there are so many items, you will likely need to use the search bar.

Filters for income account name.

Displays total gross revenue for all invoices matching the filters above

Displays sum of all discounts on invoices matching the filters above

Displays sum of all returns matching the filters above

Displays sum of all write-offs matching the filters above

Displays sum of all credits matching the filters above

Displays net revenue for all transactions matching the filters above.

(Gross Revenue - Discounts - Returns - Write-offs - Credits)

Displays sum of all cost of good for invoice items matching the filters above

Displays profit for all transactions matching the filters above.

(Net revenue - Cost of goods)

Displays net of all Hearing aids in all transactions matching the filters above.

Displays average value of HA invoices matching the filters above.

Displays a pie chart that will give different breakdowns based on metric chosen on the left

Displays gross revenue breakdown over time.

(Gross revenue = Cost + Credit + Discount + Provit + Return + Write-off)

Displays an adjustable bar chart. Using the x-axis choices, you will be able to the Gross revenue over income account / item / location / manufacturer / provider.