Sales Profit Summary Report

This report shows profit and additional financial summary for sales. Use this report to see an overview of the amount invoiced, paid, COGS, profit, markup, gross margin and FX gains/losses per order or per customer for a selected reporting period. The output does not show product details.


Data from this report can be exported in Excel, PDF or RTF format. 


Time PeriodAllows the user to select the time period from a list of options or set a custom date range.
Show COGSChoose whether COGS are calculated from COGS with the selected time period only or all COGS on the record.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets the layout to the default layout or selected saved layout.

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 


The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report. 

CustomerCustomer name
Order #Sale Order number identifying the sale
Invoice #Invoice number identifying the sale invoice
Invoice DateInvoice authorisation date
Credit Note #Credit note number if applicable
Credit Note DateCredit note authorisation date if applicable
Sales Representative
Name of the sales representative associated with the sale
DuePayment amount due (Invoice - Paid)
Due Date
Date when the invoice is due for payment
Customer TagsComma-separated customer tags
Customer Additional Attribute 1-10
Values of customer additional attributes
Shipment DateDate of the shipment
Shipping Address 1
Shipment address line 1
CityShipment address city
Shipment address state
Shipment address country
PostcodeShipment address postcode
Ship ByRequired by date from the sale document header
Data Headers
OrderedTotal of the sale order including tax in base currency
SaleTotal of the sale order excluding tax in base currency
InvoiceTotal of invoice - Total of credit note including tax in base currency
PaidTotal Paid - Total Refunded in base currency
COGSCost of Goods Sold in base currency
JournalsTotal of all Additional Transactions associated with the sale in base currency
ProfitProfit = Sale - COGS (in base currency)
Profit less JournalsProfit - Journals in base currency
Gross MarginGross Margin = (Sale - COGS) * 100 / Sale. In base currency. If Sale or COGS is 0 it will show as N/A.
MarkupMarkup = Gross Margin / (1 - Gross Margin). In base currency. If Sale or COGS is 0 it will show as N/A.
FX Gain/LossForeign Exchange gains and losses

NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields. 

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