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Home > Reports > How to run a sales report
How to run a sales report
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A Sales Report will give you a list of invoices processed in a date range and show you;

  • Invoice number
  • Date
  • Type - invoice or credit
  • Customer
  • Rego
  • Vehicle make & model
  • GST component of the invoice
  • Total of the invoice
  • Cost of the items on the invoice
  • Profit

 

1. To run the report, click on Reports from the menu options on the left hand side and then click on Business Reports;

 

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.

 

 

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