...
This is a standard report that isn't customisable and is designed to be run by reporting period.
The report doesn't use any close period rules. For example, an order is booked off and an estimate is created in week 1 for £100. The estimate is then converted to an invoice in week 3 for £150 with an invoice date in week 1. The report will show the invoice as £150 dated week 1.
Assumptions
This requires some set up in head office as the report uses the KPI criteria in the income and purchasing categories to determine which line the figures apprear in.
...