This report shows profit and additional financial summary by sales representatives.



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 



Sales Representative

 Name of sales representative associated with the sale.

Customer

 Customer name.

Invoice #

 Invoice Number identifying sale invoice.

Invoice Date

 Invoice issue date.

Due Date

 Date when invoice is due for payment.

Credit Note Date

 Credit Note issue date.

Shipment Date

 Date of the shipment.

Invoice Lines

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

Lines Tax

 Combined tax amount for all lines in invoice (excluding additional charges) in base currency.

Additional Charges

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

Additional Charges Tax

 Combined tax amount for all additional charges in invoice in base currency.

Total Invoice

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

Sale

 Total of invoice without taxes 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 same in base currency.

Profit

 Profit = Invoice - COGS. In base currency.

FX Gain/Loss

 Foreign Exchange gains and losses.

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.

Customer Tags

 Comma-separated customer tags.

Ship By

 Date when order needs to be shipped.

Country

 Shipment address country.

State

 Shipment address state.

City

 Shipment address city.

Postcode

 Shipment address postcode.

Shipping Address 1

 Shipment address line 1.

Customer Reference

 Sale Customer Reference.

Status

 Sale status.