On the Sales Report screen you can find summarized information for your Sales. The screen is divided into several sections: Header (1), Filter (2), Chart (3), Results (4) and Allocation (5).
Within the Header (1) section you can find buttons that show and hide the Chart ( ), Allocation ( ) and Filter ( ) sections.
When the Filter (2) section is shown, you can use it to filter sales on specific criteria. The available options are summarized in the following table:
| Option | Meaning |
| Date range (From, To) | Allows you to filter your results based on the time the sale happened |
| Results/Tabs | Allows you to customize your Results section. You may have different tabs for the different results |
| Group by | Allows you to choose based on what you would like to group yours sales |
| Company | Allows you to filter based on the Company that made the sale |
| Office | Allows you to choose the office where the sales were made |
| Trader | Allows you to filter based on the person who made the order |
| Region | Allows you to filter the sales per region |
| Shop | Allows you to filter based on the shop where the sales were made |
| POS | Allows you to filter based on the POS that made the sale |
| Client types | Allows you to filter based on client type – like an online client, a corporate client, a supermarket |
| Client | Allows you to filter based on a specific client |
| Holding | Allows you to filter based on holding |
| Item Type | Allows you to filter based on the item type – like goods, material, product or services |
| Item set | Allows you to filter based on the item set |
| Invoicing | Allows you to filter based on selected financial document |
| Payment | Allows you to filter based on payment method – like bank, cash, cash on delivery, POS, etc |
| Groups | Allows you to filter based on groups (if already defined in the system) |
| Brand | Allows you to filter based on brand |
| Search | Custom search for something specific |
When the Chart (3) section is shown, it provides visual representation of the sales in the form of a graph. You have a radio button option that allows you to select if you would like the chart to show the values on a daily, weekly or monthly basis. You need to reapply the filter with the button if you would like to change from one type of visualization (like per month) to another type (like per week). You also have additional check box that allows you to Show accumulated values.
The Results (4) section shows you the sales that happened based on the Filter criteria. By default the system will show the following columns:
| Column | Meaning |
| ID | Item ID |
| Name | Name of the item |
| Brand | Brand of the item |
| UM | Unit of measurement |
| Quantity | Quantity of the item |
| Amount | Amount of the item |
| % | Percent of sales |
If you would like to get more information about your sales, you have additional check boxes that could add more columns to the table. They are summarized in the following table:
| Column | Meaning |
| Detailed | Detailed information for the item |
| Price inc-tax | The price with tax included |
| Number of transactions and lines | Total number of transactions and lines with this item |
| Completed quantity | Quantity that has been completed |
| Quantity Invoiced | Quantity that has been invoiced |
| Expenses and Profit | Expenses and Profit from this item’s sales |
| Invoiced and Paid | Quantity that has been invoiced and paid |
Additional columns may be shown based on the Filter (2) selections.
When the Allocation (5) section is shown, it will present a pie chart visualization of your sales per amount of quantity. Hover your mouse over the different pieces of the pie to get more information.