Sales Reports

Sales by Customer #

This report is a summary of all the invoices that you’ve created for the different customers in your organization. Invoices in the Draft status won’t be reflected here.

To view this report:

  • Go to Reports > Sales by Customer.

To view a drill-down report for any amount in the report, click it. By clicking the up-down arrow next to NAME, you can sort the customers in ascending or descending order.

This report has the following sections:

Name
The customer for whom you’ve created invoices period.

Invoice count
The total number of invoices that you’ve created for the customer.

Sales
The total of all the invoices created for the customer, exclusive of tax.

Sales with tax. The total amount on all the invoices for the customer, inclusive of tax.

To customize this report:

  • Go to Reports > Sales by Customer.
  • Click Customize Report at the top of the page.


Sales by Item
#

This report is a summary of all the items which are sold in your organization and their average prices.

To view this report:

  • Go to Reports > Sales by Item.

This report has the following sections:

Name of the item
The name of the things sold within a specific time period.

Quantity sold
The total amount of things that have been sold.

Amount
The total amount of money obtained for all of the things that were sold.

Average price
The average price of everything you’ve sold to your customers.

To customize this report:

  • Go to Reports > Sales by Item.
  • Click Customize Report at the top of the page.

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