The report shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details. This report does not allow the output to be customised by customer location.
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allow user to select the time period from a list of options are set custom a custom date range.|
|Show COGS||Choose whether COGS are calculated from only COGS with the selected time period or all COGS on record.|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving of a layout for potential future use.|
|Reset Layout||Resets 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.
|Unit||Unit of measure|
|Product Tags||Comma-separated product tags|
|Weight||Weight of the product|
|Weight Units||Weight per unit|
|Shipment Date||Shipment date for the Sale Order|
|Sales Representative||Company sales representative responsible for the Sale Order|
|Customer Reference||Customer Reference associated with the sale|
|Customer Tags||Comma-separated customer tags|
|Customer Additional Attribute 1-10||Values of customer additional attributes|
|Product Additional Attribute 1-10||Values of product additional attributes|
|Quantity||Quantity of the product ordered (doesn't include restocked quantity)|
|Invoice||Total of invoice - Total of credit note including tax in base currency|
|Sale||Total of sale order excluding tax in base currency|
|Tax||Total tax from the sale order|
|COGS||Cost of Goods Sold in base currency|
|Journals||Total of all Additional Transactions associated with the sale in base currency|
|Profit||Profit = Sale - COGS. In base currency.|
|Profit less Journals||Profit - Journals in base currency|
NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.