This report shows profit and additional financial summary for sales.



Input:

Following are input for this report



From
Allow user to select a date i.e. beginning date of required report
To
Allow user to select a date i.e. closing/end date of required report
Update
Update button which refresh report results
Apply Filter
This button show option to set filter on fields used in report
Export
This button will allow user to export report data in Excel, PDF or RTF format

 

Output:

After setting inputs described above, when you press update button, report will refresh as per inputs, there are following output field available for this report 



Customer

 Customer name.

Order #

 Sale Order Number identifying the sale.

Invoice #

 Invoice Number identifying sale invoice.

Invoice Date

 Invoice issue date.

Credit Note Date

 Credit Note issue date.

Shipment Date

 Date of the shipment.

Invoice

 Total of invoice - Total of credit note including tax in base currency.

Sale

 Total of invoice - Total of credit note excluding tax in base currency.

Paid

 Total Paid - Total Refunded in base currency.

Due

 Due amount = Invoice - Paid. In base currency.

COGS

 Cost of Goods Sold in base currency.

Journals

 Total of all Additional Transactions associated with the sale in base currency.

Profit

 Profit = Invoice - COGS. In base currency.

Gross Margin

 Gross Margin = (Sale - COGS) * 100 / Sale. In base currency. If Sale or COGS is 0 it will show as N/A.

Markup

 Markup = Gross Margin / (1 - Gross Margin). In base currency. If Sale or COGS is 0 it will show as N/A.

FX Gain/Loss

 Foreign Exchange gains and losses.

Customer Tags

 Comma-separated customer tags.

Sales Representative

 Name of sales representative associated with the sale.

Ship By

 Date when order needs to be shipped.

Due Date

 Date when invoice is due for payment.

Country

 Shipment address country.

State

 Shipment address state.

City

 Shipment address city.

Postcode

 Shipment address postcode.

Shipping Address 1

 Shipment address line 1.