This guide explains how to generate a sales report and what information it provides.
What is the sales report?
The sales report shows your company’s sales for a given period. You can use the report to analyse sales by product, customer, employee, or cost centre, for example. The sales report also shows the payment status of sales invoices.
1. You can find the sales report under Reports > Sales Report.
2. Select at least the report period and click “Generate” at the bottom.
The report lists all sales recorded via sales invoices for the selected period.
3. You can filter the report to show only the days on which sales or payments have been recorded.
By default, the report shows all days.
4. You can browse reports broken down in different ways using the tabs.
- Summary report shows sales in chronological order.
- Customer report shows sales listed by customer, as well as the status of sales invoices (paid, unpaid, overdue).
- Employee report shows sales by employee. Employee here refers to the employee entered on the sales invoice line, not the software user.
- Product report shows sales by product. If no products have been used on sales invoices, the product name for those invoices will appear as “unspecified“.
- Cost centre report shows sales by cost centre. If no cost centre has been used on a sales invoice, the cost centre name will appear as “unspecified“.
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