Click on your company name in the top right and select Settings.
Select Report Settings
Scroll down and select Report Settings from the Settings menu.
The Reports Settings form will open.
Complete the Reports Settings fields as follows:
Sales Date Reference
Select the date by which you want the sales report to be filtered - Order, Delivery, Shipped or Completed Date.
Purchase Date Reference
Select the date by which you want the purchase report to be filtered - Order, Delivery, Shipped or Completed Date.
Product Identifier
Select the product reference you want to appear on product-based reports - SKU, Barcode or Carton Barcode.
Convert Carton Sales To Units
Select whether or not products sold as cartons should be converted to units for reporting.
Recommended to set to "Yes" if you sell both by unit and carton.
Click 
to apply your settings.
