Sales Report

This section enables you to export all the sales related reports. You can download / export different types of sales reports.


1. From the Admin panel, click on Reports.

2. From the following page, the tabs displayed under Sales section are as follows:

  • Summary: It provides summary of all Sales Invoices that are created within the date range selected.
  • Detailed:provides detail information of all Sales Invoices that are created within the date range selected. Here the Sales Invoices are shown with the product details.
  • Payment Pending: It provides the information about invoices for which the payment is pending within the date range selected.
  • Staff-Wise: It provides sales report from your staff members either daily or on an annual basis.
  • Product/Service-Wise: It provides information of a selected product within the date range selected.
  • All Products/Services: It provides sales report of all products and services within the date range selected.
  • Export For Tally: Enables you to export reports for Tally purposes.
  • Cancelled Orders: It provides detailed information of all the cancelled and partially billed orders.
  • Online Payments: It provides details of all the online payments within the date range selected.

 

3. To export a Summary report, click on Summary > select Date Range > click on Export Reports.

4. An Export History modal window appears. Click on Download file to complete the process.


Note
The above steps for summary is the same for Detailed, Payment Pending, Cancelled Orders, and Online Payments as well.

5. To export Staff-Wise Sales report, click on Staff-Wise > select Report Format type > select Date Range > click on Export.

6. An Export History modal window appears. Click on Download file to complete the process.

7. To export Product/Service-Wise Sales report, click on Product/Service-Wise > enter the product/service name.

8. Enter the Date Range and click on Export Reports.

9. An Export History modal window appears. Click on Download file to complete the process.

10. To export All Products/Services Sales report, click on All Products/Services > select Date Range > click on Export.

11. An Export History modal window appears. Click on Download file to complete the process.


Note
The above steps for All Products/Services is the same for Export For Tally as well.

Please Note
This feature is currently unavailable in mobile.
You can access sales report only through computer.
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  1. how to export sales report | how to check sales summary | how to check detailed sales reports | how to export staff-wise sales report

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