# Report Settings

The **Report Settings** page in Supply’d allows you to customise how your business reports are generated and displayed. Here, you can set your preferred report formats, helping ensure your reports are clear, accurate, and aligned with how you track performance and make business decisions.

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## Applying & Editing Report Settings&#x20;

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#### Go to Settings

Click on your company name in the top right and select **Settings**.&#x20;

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{% endstep %}

{% step %}

#### Select Report Settings

Scroll down and select **Report Settings** from the **Settings** menu.&#x20;

<figure><img src="/files/soepHVczpqAtj8TIMlFS" alt=""><figcaption></figcaption></figure>

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The **Reports Settings** form will open.

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![](/files/8VJMb9cYC32ZPWQLiqME)

<figure><img src="/files/soepHVczpqAtj8TIMlFS" alt=""><figcaption></figcaption></figure>

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{% endstep %}

{% step %}

#### Complete the Form

Complete the **Reports Settings** fields as follows:

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**Sales Date Reference**&#x20;

Select the date by which you want the sales report to be filtered - **Order**, **Delivery**, **Shipped** or **Completed Date**.<br>

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**Purchase Date Reference**&#x20;

Select the date by which you want the purchase report to be filtered - **Order**, **Delivery**, **Shipped** or **Completed Date**.<br>

<figure><img src="/files/soepHVczpqAtj8TIMlFS" alt=""><figcaption></figcaption></figure>

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**Product Identifier**&#x20;

Select the product reference you want to appear on product-based reports - **SKU**, **Barcode** or **Carton Barcode**.<br>

<figure><img src="/files/soepHVczpqAtj8TIMlFS" alt=""><figcaption></figcaption></figure>

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**Convert Carton Sales To Units**

Select whether or not products sold as cartons should be converted to units for reporting.&#x20;

Recommended to set to "**Yes**" if you sell both by unit and carton.&#x20;

<figure><img src="/files/soepHVczpqAtj8TIMlFS" alt=""><figcaption></figcaption></figure>

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{% endstep %}

{% step %}

#### Click Save

Click <img src="/files/rd3dLqTf3ZK2aOqp6BA0" alt="" data-size="line"> to apply your settings.

<figure><img src="/files/soepHVczpqAtj8TIMlFS" alt=""><figcaption></figcaption></figure>

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