This guide shares different examples of sales reports that can be generated in Artlogic.
Sales of a specific Artist
Steps to create an Accounts Report:
- Go to: Accounts > Accounts reports & exports.
- Customise your report by adding a heading.
- Add specific details about the accounts report you would like to generate e.g. invoice dates, payment dates.
- Enter the artist's name in the Artist field.
5. Click Download Report to select your export type and download the report.
Click here to view the complete instructions for creating Accounts Reports: Accounts reports & exports tool
Sales from a specific sales person
Steps to create an Accounts Report:
- Go to: Accounts > Accounts reports & exports
- Customise your report by adding a heading.
- Add specific details about the accounts report you would like to generate e.g. invoice dates, payment dates.
- Enter the sales person's name in the Sales person/commissions field.
- Click Download Report to select your export type and download the report.
Sales from a client
To generate a document that includes the sales of a particular client, you can run an Advanced Search and then create an Advanced Report based on your findings.
Steps:
- Go to: Artworks > Search > Advanced Search
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Enter search terms such as the following:
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With the resulting set of contact records, you can then create an Advanced Report:
- Click Create... > Document/reports at the bottom of the screen
- Click on Advanced reports to open up an edit screen in a new tab. You can then create a document that includes information such as the following:
To view the complete instructions for creating Advanced Reports, click here.
The above method can also be used to generate reports for specific artists or sales people by making modifications to the search terms where applicable.
Additional built-in reporting options by client are available from Accounts > Financial activity reports: