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View Interactive Bought vs Sold Report ​

When to use it ​

Use this guide when you need to view Interactive Bought vs Sold Report.

Before you start ​

  • Open Financials from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

You can review completed customer orders by dispatch date and completed supplier orders by received date in the report.

Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.

Steps ​

  1. Open Reports → Financials and find Interactive Bought vs Sold Report.
  2. Select View & Download and wait for the report to load.
  3. Check the dates and any filters shown inside the report. Adjust them to the period and records you need.
  4. Review completed customer orders by dispatch date and completed supplier orders by received date. Where the report provides an export option, choose it and check the downloaded file against the filters shown.

Screenshot placeholder: Financials: view interactive bought vs sold report.

Screenshot to add: Financials: view interactive bought vs sold report. Capture filename: images/view-interactive-bought-vs-sold-report.png.

Restrictions ​

Report access depends on your account and the report being available. Export formats and filters depend on the report itself. Do not treat an empty or failed report as proof that no activity occurred.