In the Historical Data report, you can review the products and services sold in quantity and amount (tax excluded) on your Recurring Billings. To review the Historical Data report, follow the steps below:
1. Log in to SalesVu.com
2. Click on 'Recurring Billing'
3. Select 'Historical Data'
4. Set the filters of your choice (date, format, etc.); you can also click on the export icon to download the recurring billings that apply to your filters. See the filters description below:
Table - Format of the data displayed (Table/Bar)
Quick Pick - Select the time filter. You can choose between a specific date or a time frame.
Month to Date - Select the time filter based on 'Today', 'Yesterday', 'Last 7 Days', 'Last 30 Days', 'Month to Date', or 'Year to Date'
All Items - Select the location to display on the report