This guide instructs you on accessing sales reports, selecting the report target 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.

Open sales reports by selecting Sales > Reports > Sales Reports.

Search criteria

Sales reports can be targeted to orders or invoices. Targeting is done in the "Item" field.

  • Select Invoices when you want a report on invoices.
  • Select Orders when you want a report on orders.

Both targets 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 specific day, such as the open invoices at the end of the last fiscal year, view this information in the Open receivables view in the Financial management section.

Orders

The following reports are available for orders:

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

Invoices

The following reports are available for 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
    • The customer account statement includes open and overdue invoices.
    • A collection letter can be initiated from the account statement.
  • Customer statistics by group
    • The report includes sales statistics by customer group and by customer as well as by products.
    • When limited by delivery date, the report 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
    • The report includes sales data by product group and by products.
    • When you limit the report by payment date, the invoice will appear in the report if the payment is within the desired search criteria and 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.
    • When limited by delivery date, the report also considers the line item delivery date of orders.
  • Salesperson report
    • Shows sales per salesperson. The report requires that the specific salesperson is selected on the invoice. The report can also show the salesperson's commission if the user has read or edit rights to see the commission in the 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, if you retrieve the entire fiscal year's data, the list shows customers in billing order. After customers, products, and 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). 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 report or the 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, the Controller section Own reports can be utilized for reporting the sales margin. Controller is included in the Professional and Premium packages.

Once you have selected the target and report format, fill in the other desired data restrictions for the report.

  1. Select "Item" field as Invoices or Orders.
  2. Select the desired report format (for example, Customer report, Product statistics by group, Top10 sales).
  3. Fill in the necessary search criteria and restrictions for the report.
  4. Press the "Show report" button to view the desired report.

Saving search criteria

The search criteria of the report can be saved by name as a quick link in the area below the search criteria. The search criteria and the report can also be saved directly from the report. Saved quick links appear as links next to the search criteria.

  1. Set the desired search criteria for the report.
  2. Save the search criteria as a quick link in the area below the search criteria or in the report view.
  3. In the report view, use the "Save report as quick link" link in the upper right corner of the report to save.
  4. Open saved quick links by selecting the links shown next to the search criteria.

Frequently asked questions

Question: How do I access sales reports?

Select Sales > Reports > Sales Reports.

Question: How do I select whether the report targets orders or invoices?

Select either Invoices or Orders in the "Item" field.

Question: Where can I see the sales margin?

You can see the sales margin in the Customer statistics by group and Product statistics by group reports if you have the right to see the purchase price and a purchase price has been saved for the products.

Question: How do I save the report search criteria as a quick link?

Save the search criteria in the area below the search criteria or in the report view by using the "Save report as quick link" link. Saved quick links appear as links next to the search criteria.

Question: What does the Top10 sales report include?

The Top10 sales report shows the customers, products, and product groups with the most billing, billing by customer group, the billing of salespeople from largest to smallest, and the comparison situation to the previous corresponding period. The report includes sales invoices and the delivered portion of sales orders.

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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