The report shows detailed financial and quantity-related information about each sale credit note. Use this report to see how many credit notes are being raised for your products and which customers are raising them.


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


Reporting 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. 

NOTE: Sale Credit Notes by Product report pulls entries based on transactions dates (if COGS within date range is selected) or invoice dates (if all COGS is selected.

Transaction dates include invoice authorisation, ship tab authorisation (COGS) and payments. For dropshipped products, COGS transactions are triggered when dropship purchase invoice is authorised. If you need COGS to have same date as the invoice, you need to change delivery date same as the invoice date (you can undo the ship tab to do this.)

If only COGS within date range is selected, a) you may see invoice dates from before the reporting period (with COGS transactions within the reporting period) and b) may see some 0 COGS values (if the ship date is out of the reporting period).

If All COGS is selected, the report will pull entries by invoice date, but COGS will be shown regardless of when the ship tab was authorised. If the ship tab has NOT yet been authorised, COGS will be 0. 

Gift Card sales do not have COGS so will not show a margin or profit, and therefore do not appear in the report. When a gift card is redeemed, it will be used as payment, so it will be reflected as a payment amount.


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

SKUProduct SKU
ProductName of the product
CategoryProduct category
BrandProduct brand
Invoice #Invoice Number identifying the sale invoice
Credit Note #
Credit Note number
Invoice DateDate the invoice was issued
Invoice Due Date
Date the payment is due for the invoice
Credit Note DateDate the credit note was issued
CustomerCustomer name
LocationName of the location from where goods were picked/dispatched
Customer ReferenceCustomer Reference associated with the sale
Sales RepresentativeName of the sales representative associated with the sale
Customer TagsComma-separated Customer Tags
Customer Additional Attributes 1-10Values of customer additional attributes
YearYear of the sale order
QuarterQuarter of the sale order
MonthMonth of the sale order
FamilyProduct Family name
UnitProduct unit of measure
Product Additional Attributes 1-10Values of product additional attributes
Product TagsInvoice issue date
CityCustomer address city
CountryCustomer address country
StateCustomer address state
PostcodeCustomer address postcode
Data Headers
QuantityQuantity of the product credited
CreditedCredit Note Line Total including tax in base currency
SaleCredit Note Line Total excluding tax in base currency
DiscountAverage Discount applied to the credit note line
COGSCost of Goods Sold in base currency = Credit Note COGS

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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