Sales Reports
Cash in from customers: summaries, registers, aging, performance, margins, collections and the sales board reports.
The Sales category holds 34 reports. They read posted invoices, sales receipts (cash sales), customer receipts, sales orders, quotes and credit notes. Which documents a report covers follows your grants: a report gated on Invoices or Sales Receipts shows only the families you hold. Sales reports never offer a vendor filter. Every report accepts a Center filter; most also accept Customer, and the item-based ones Item.
The full list with paths and grants is on Report catalog.
Summaries and "By" Reports
Sales Summary (sales) is the general-purpose report: totals for the period grouped by a dimension you choose, with Compare for period columns and a Measure of Total Amount, Net Amount, Quantity or Count.
| Report | Group by | Filters |
|---|---|---|
| Sales Summary | Customer (default), Item, Center, Project, User, Tag | Customer, Item, Center, Project |
| Sales Trend | Customer (default), Item, Center, Project — opens with Monthly columns | Customer, Item, Center |
| Sales by Customer / Item / Employee / Category / Hour / Center / Project / Tag | Fixed to the named dimension | Center, plus Customer / Item / Project where relevant |
| Sales Margin by Transaction | Transaction (default), Center, Item | Customer, Center |
The "by" reports are the summary with the grouping locked, so they open in one click from the catalog and the hub. Sales by Hour buckets revenue by hour of day; Sales by Employee groups by the user who made the sale.
Registers and Document Lists
| Report | Rows | Summary figures |
|---|---|---|
| Sales Documents | Every sales transaction in the period | Documents, total amount, total balance |
| Invoice Register | All invoices with status, balance and aging | Invoices, total amount, total balance, overdue count |
| Credit Note Register | Credit notes issued to customers | Notes, total amount |
| Sales Orders | Sales orders with status | Orders, pending, completed |
| Quotes & Estimates | Quotes issued with conversion tracking | Quotes, total amount, converted count |
| Customer Receipts | Customer payment receipts | Receipts, total received |
| Customer Balances | Outstanding balance per customer | Customers, total balance, average balance |
| Tax Collected | Sales tax by tax type | Total tax, document count |
Rows that name a customer link to the customer record.
Receivables Aging
Navigate to: Reporting → Receivables Aging (/reporting/sales/receivables)
Outstanding customer receivables by age, aged from each invoice's own date — an opening balance ages from its own date too. Every reading states whether it ties to the receivables control account, and by how much if it does not.
The report has four controls of its own — View (By customer / By invoice), As at, Buckets and Include archived customers — plus bucket, balance and due-date facets on the by-invoice list. All of them, and the control-account verdict, are covered in full under Aging reports.
Aging is by party by construction, and Balance is the only figure it carries. Changing either would break the tie to the control account.
Collection Days (DSO) turns the same open balance into days of sales uncollected; Customer Concentration shows how dependent revenue is on the top customers.
Performance and Margins
- Sales Performance — revenue KPIs (total, count, quantity, customers, average) against the prior period. Carries a Show top selector of 50 / 100 / 250 / 500 rows; exports include all rows.
- Best Selling Items — items ranked by revenue with a cumulative share.
- Gross Profit by Item — revenue less cost of sales per item with margin, profitable and unprofitable counts. Needs both Invoices and Sales Receipts, because inventory cost comes from one weighted-average stream that cannot be split by document family.
- Sales Margin by Transaction — cost against selling price per sale line, grouped by transaction, center or item.
- Sales Price Exceptions — posted sales lines saved at a zero rate, with an estimated-rate fallback stated transparently. Needs both Invoices and Sales Receipts.
Daily Sales & EOD
sales/eod — daily sales by location and user with the payment breakdown, shift-close status and cash variance. It is gated on Payment receipts and reports the receipt count and gross for the period. For the end-of-day process itself see Sales → Sales Receipts (POS).
Collections by Bank
Navigate to: Reporting → Collections by Bank (/reporting/sales/collections-by-bank)
A fixed-layout page headed Collections by bank — Money received from customers, and which account it landed in. Controls are a period picker (default Year to date) and Print / PDF.
| Section | What it shows |
|---|---|
| Masthead | Total collected, Accounts receiving, Receipts, Biggest bank (its share, with the account name as a hint). |
| Share of collections | A progress list of accounts, each labelled with its share. |
| By account | Rank, Account, Collected, Share, Receipts, Average, with a Total footer. |
| Collections by month | A monthly bar chart, shown when the period spans more than one month. |
A collection is a debit to a bank or cash account on the journal of a posted Receipt or Sales receipt; invoices are not collections. The page is gated on the Customer Receipts report and bound to your centers; an "own records only" scope cannot be honoured here and is refused with a message.
Sales Board Reports
Five reports exist so that the cards on the sales dashboard can be exported, emailed and scheduled like any other report: Sales by Payment Account, Sales by Payment Method (cash sales, by the account the money landed in or how customers paid), Collections by Payment Account (invoice payments by the account they landed in), Owings by Representative and Owings by Location (open receivable attributed to the person who raised each invoice or the location it belongs to, with a named unattributed remainder).
Related Pages
- Customer Ledgers (Excel) — a workbook with one sheet per customer: Ledger workbooks.
- Receivables reconciliation — does the sum of customers equal the control account: AR / AP reconciliation.
- Customer statements are generated from the customer record: Sales → Statements.