Reports

[CoolDogSound]

Hello. We are a small publisher with 5 books in our catalog. 

I'm not sure I'm asking in the right community, but my question has to do with reports. 

We sell direct to buyers via our square store, at book events, and wholesale to book and record stores. The wholesale sales are all invoiced with a discount. We also promo books to reviewers.

The problem I am having is that the way reports are set up, the entry for each book's sales combines numbers for direct sales, wholesale sales, and comps. Because our writers receive royalties based on receipts and paid invoices, I basically have to pull every paid invoice and count the number of wholesale books sold for each writer, calculate the discount (and hope it matches the discount total in the report) and books comp'd, and deduct from sales/gross/discount/net totals in order to separate direct and wholesale sales, remove comp numbers, and calculate royalty amounts.

Is there any way that I can create a custom report that would separate wholesale (invoices) from retail sales?

thank you!

Susan