This guide instructs you on accessing sales reports, selecting them for orders or invoices, and creating and saving various reports as quick links. The guide also includes information on customer statistics, product statistics, and sales margin reports.

You can access sales reports as follows: Sales > Reports > Sales Reports.

Search criteria

Reports can be targeted to orders or invoices by selecting either "Item" field as Invoices or Orders. Both have their own report formats. Orders require the use of the order processing section in the company or at least the Professional package. Sales reports show the current situation, for example, regarding open invoices. If you want to look at the situation retrospectively for a desired day, such as the open invoices at the end of the last fiscal year, this should be viewed from the open receivables view in the financial management section.

Orders

  • Customer statistics by group
  • Product statistics by group
  • Product group report
  • Customer group report
  • Seller report

Invoices

  • Customer report
    • The report shows the invoices of selected customers and the customer's open balance. The customer report includes all payments regardless of the date.
  • Customer account statement
    • Includes open and overdue invoices
    • A collection letter can be initiated from the account statement
  • Customer statistics by group
    • Includes sales statistics by customer group and customers as well as by products
    • According to the delivery date, it also considers the line item delivery date of orders
    • The report shows the sales margin if the user has the right to see the purchase price in the sales and purchase ledger rights. To ensure the margin is displayed correctly, the product must also have a purchase price set.
  • Product statistics by group
    • Includes sales data by product group and products
    • When limited by payment date, the invoice will appear in the report if the payment is within the desired search criteria and when the remaining amount of the invoice is zero or less than zero (the invoice has been overpaid). Partially paid invoices do not appear in the report.
    • The report shows the sales margin if the user has the right to see the purchase price in the sales and purchase ledger rights. To ensure the margin is displayed correctly, the product must also have a purchase price set. 
    • The weight of the report is calculated from the net weight of the product.
    • According to the delivery date, it also considers the line item delivery date of orders.
  • Salesperson report
    • Shows sales per salesperson (Requires that the specific salesperson is selected on the invoice). The report can also show the salesperson's commission (must have a number or edit rights to see the commission in sales and purchase ledger rights).
  • Product group report
    • The report shows the order/sales quantity, amount, and VAT amount per month by product group
  • Customer group report
    • The report shows the order/sales quantity, amount, and VAT amount per month by customer group
  • Top10 sales
    • The report shows customers, products, and product groups with the most billing. 
    • The report also provides billing by customer group 
    • The report also lists the billing of salespeople from largest to smallest.
    • The report also shows the comparison situation for the selected period. For example, you have retrieved the entire fiscal year's data, and the list shows customers in billing order. After customers/products/salespeople, there is a value in parentheses, which was the situation in the previous fiscal year. The report shows the comparison situation according to the set search criteria (number of days), so if you retrieve the report for the period 1.1.2024-10.1.2024, the comparison situation is visible for the period 22.12.2023-31.12.2023 (for the previous 10 days).
    • The report can be limited by salesperson, customer group, or product group.
    • The Top10 report includes sales invoices and the delivered portion of sales orders.
  • Sales margin report
    • The sales margin can be reported either from the Customer statistics by group or Product statistics by group report. These reports show the sales margin if the user has the right to see the purchase price in the sales and purchase ledger rights. To ensure the margin is displayed correctly, the product must also have a purchase price set.
      Also, Controller section Own reports can be utilized for reporting the sales margin (Controller is included in Professional and Premium packages)

Once the desired target and report format are selected, other desired data restrictions are filled in the report. The "Show report" button allows you to view the desired report. 

Saving search criteria

The search criteria for the report can be saved as a quick link by name in the area below the search criteria. The search criteria/report can also be saved directly from the report. In the upper right corner of the report, there is a "Save report as quick link" link, which can be used for saving. Saved quick links appear as links next to the search criteria.

Keywords:  Sales reports, customer statistics, product statistics, sales margin report, top10 sales

 

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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