Sales Report

Purpose

Analysis of revenue based on sales invoices using full invoice amounts without considering payments.
Creation of pivot tables and charts across different analytical dimensions.

Features

• Filters: period, my company, counterparty (customer), item, manager, agent, country, and others.
• Groupings: product groups, customers, countries, managers, sales agents, and others.
• Display formats: table, pivot table, charts.
• Indicators: invoice amounts (without considering payments); if enabled in settings — amounts with/without VAT, quantities.

Preconfigured layouts:

• “Sales by Amounts”: a table where rows contain the product group for management accounting purposes (this is an item attribute) and customer, while columns contain year and month.
• The following groups are prepared for use and disabled by default in the settings: Manager, Country, Product Group, Product/Service.

Notes and Limitations

• Only posted invoices for the selected period are included in the report.
• Returns and reversing rectifying invoices reduce sales amounts.
• Payments, advances, and settlements do not affect the report.
• In multicurrency accounting, amounts can be displayed both in the document currency and in euros (depending on the report settings).

Step-by-Step Setup and Execution

1. Open Reports > Sales.
2. Select one of the available report layouts or create your own.
3. Set the period and additional filters (customer, item, manager, etc.).
4. Specify groupings and the display format (table, pivot table, chart).
5. Click Generate.

Expected result:
You will receive a sales report with indicators based on the selected parameters.
In the preconfigured layout “Sales by Amounts”, the report displays a table broken down by product groups and customers, by months and years.
The report includes only posted invoices; returns and rectifying invoices reduce sales amounts.

Tips

tip

• For ABC analysis, use a pivot table sorted by amount in descending order.
• Save customized report layouts for repeated use.