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The Sales Report lists the invoices processed in a date range, with customer, vehicle, GST, total, cost and profit for each. This article shows you how to run and sort it.
A Sales Report will give you a list of invoices processed in a date range and show you;-
- Invoice number
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- Date
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- Type - invoice or credit
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- Customer
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- Rego
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- Vehicle make & model
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- GST component of the invoice
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- Total of the invoice
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- Cost of the items on the invoice
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- Profit
2. Click on the down arrow icon to the far right of the blue 'Sales Reports' menu to expand the menu;
3. Enter the date range you want the report to cover and click on the 'green printer' icon to generate the report in a new tab, from there it can be printed off. You can also sort the report by customer, Post date, Rego Number & Invoice, make your selection from the "Sort by" field and enter your parameters in the "Start Range" & "End Range" Fields.
The last 3 fields on this screen allow you to specify which type of invoices you would like to see on the report:
Limit by Type - Allows you to produce a report for sales invoices, credits, or both
Internal Only - Allows you to produce a report for internal invoices, external invoices, or both
Customer Type - Allows you to limit this report to Account or Cash type customers.
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the sales report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser's built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.
