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Single Report for Sales, Revenue, Cash Collected & Outstanding Balance

edited Jun 2, 2025 2:51PM in Ask A Guru 3 comments

Hi team,

Is this possible in Datasets & Workbooks?

  1. Sales (not sales orders) for the given period
  2. Revenue for the given period
  3. Cash collected for the given period
  4. Outstanding balance at the end of the given period

Thanks,

Sheryl

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