Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In Yuki you can view an overview of the total sales in a certain period per customer. This concerns the invoiced amounts (revenue) to a customer of all sales invoices processed and sent in Yuki.
In this overview a user can:
- customize the view
- search data.
Hover your mouse over the Sales icon in the navigation bar and then click on Overviews.
In the now-opened screen, select Invoiced revenue per contact.
The following screen is opened:
Customize view
The view can be customized in the following ways:
- Administration: If necessary, select the contracts from the appropriate administration.
- Period: Specify, if possible, from which period you want to view contracts.
- Column selection: By default, a number of columns are shown in each work list or overview. These columns can be changed by selecting or deselecting columns.
- Column sorting: All shown columns can be sorted ascending or descending.
Search data
The search bar can be used to search for:
- (part of a) name
The search result now shows all data in which this name has been entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or 'Contact' field. - number
The search result now shows all data where the number is entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or in a numeric field such as 'Invoice number'. - amount
You can search for an exact amount by entering this amount in the search field, for example, '54,45' or '54.45'. - date
You can search for a specific date by entering it as:- 31/08/2020
- 31-08-2020
- 310820
- 31082020.
Targeted search
You can also perform a targeted search using different search terms. After each search, the search result can be further specified by adding a new search term.
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