{"id":8530,"date":"2026-01-12T15:18:50","date_gmt":"2026-01-12T13:18:50","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/sales-report\/"},"modified":"2026-01-12T15:18:50","modified_gmt":"2026-01-12T13:18:50","slug":"sales-report","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/sales-report\/","title":{"rendered":"Sales Report"},"content":{"rendered":"\n<p><strong>This guide explains how to generate a sales report and what information it provides.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\n\n\n\n<p><strong>What is the sales report?<\/strong> <br>The sales report shows your company&#8217;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.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"> \ud83d\udce2 <strong>Note!<\/strong> The sales report only includes data from sales invoices and payments.<strong> <\/strong>Sales recorded directly as accounting entries will not appear on the report.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>1. You can find the sales report under Reports &gt; Sales Report.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-1024x476.png\" alt=\"\" class=\"wp-image-7774\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-1024x476.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-300x140.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-768x357.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-50x23.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-1536x714.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-920x428.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-600x279.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11-320x149.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-11.png 1578w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>2. Select at least the report period and click &#8220;Generate&#8221; at the bottom.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-1024x469.png\" alt=\"\" class=\"wp-image-7776\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-1024x469.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-300x137.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-768x352.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-50x23.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-1536x703.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-920x421.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-600x275.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12-320x146.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-12.png 1584w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The report lists all sales recorded via sales invoices for the selected period.<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>3. You can filter the report to show only the days on which sales or payments have been recorded.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"279\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-1024x279.png\" alt=\"\" class=\"wp-image-7778\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-1024x279.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-300x82.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-768x209.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-50x14.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-1536x418.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-920x251.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-600x163.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9-320x87.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-9.png 1582w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>By default, the report shows all days.<\/p>\n\n\n\n<div class=\"wp-block-group is-nowrap is-layout-flex wp-container-core-group-is-layout-1 wp-block-group-is-layout-flex\">\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px;width:0px\" aria-hidden=\"true\" class=\"wp-block-spacer wp-container-content-1\"><\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>4. You can browse reports broken down in different ways using the tabs.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"279\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-1024x279.png\" alt=\"\" class=\"wp-image-7780\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-1024x279.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-300x82.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-768x209.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-50x14.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-1536x418.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-920x251.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-600x163.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8-320x87.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-8.png 1582w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Summary report<\/strong> shows sales in chronological order.<\/li>\n\n\n\n<li><strong>Customer report<\/strong> shows sales listed by customer, as well as the status of sales invoices (paid, unpaid, overdue).<\/li>\n\n\n\n<li><strong>Employee report<\/strong> shows sales by employee. Employee here refers to the employee entered on the sales invoice line, not the software user.<\/li>\n\n\n\n<li><strong>Product report<\/strong> shows sales by product. If no products have been used on sales invoices, the product name for those invoices will appear as &#8220;<strong>unspecified<\/strong>&#8220;.<\/li>\n\n\n\n<li><strong>Cost centre report<\/strong> shows sales by cost centre. If no cost centre has been used on a sales invoice, the cost centre name will appear as &#8220;<strong>unspecified<\/strong>&#8220;.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udce2 <strong>Note!<\/strong> If you want to view the report for only one customer, employee, product, or cost centre, use the filters before generating the report. <\/div><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udce2 <strong>Note!<\/strong> The cost centre must also be entered on the payment for the invoice payment status to appear correctly on a cost-centre-filtered report. <\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#a7bdac;border-radius:8px\"><div class=\"su-box-title\" style=\"background-color:#DAF0DF;color:#333333;border-top-left-radius:6px;border-top-right-radius:6px\">Other related guides:<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:6px;border-bottom-right-radius:6px\">\n\n\n\n<div class=\"su-list\" style=\"margin-left:0px\">\n\n\n\n<ul class=\"wp-block-list\">\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/uuden-myyntilaskun-tekeminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creating a new sales invoice<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myytavan-tuotteen-lisaaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Adding a product for sale<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/kustannuspaikkalaskennan-kayttoonotto-kustannuspaikan-lisaaminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Cost centre accounting \u2014 settings and setup<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/kustannuspaikkalaskennan-kayttamien\/\" target=\"_blank\" rel=\"noreferrer noopener\">Cost centre accounting \u2014 using cost centres<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"http:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/myyntireskontran-raportin-sisalto\/\" target=\"_blank\" rel=\"noreferrer noopener\">Accounts receivable report contents<\/a><\/li>\n<\/ul>\n\n\n\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n","protected":false},"author":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[121,115],"ht_kb_tag":[],"class_list":["post-8530","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports","ht_kb_category-sales"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8530","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/comments?post=8530"}],"version-history":[{"count":0,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8530\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/media?parent=8530"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_category?post=8530"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=8530"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}