Sale Credit Notes By Product Report

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. 


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

SKUProduct SKU
ProductName of the product
CategoryProduct category
BrandProduct brand
Invoice #Invoice Number identifying sale invoice
Credit Note #
Credit Note number
Invoice DateDate invoice was issued
Invoice Due Date
Date payment is due for invoice
Credit Note DateDate 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 sale order
QuarterQuarter of sale order
MonthMonth of sale order
FamilyProduct Family name
UnitProduct unit of measure
Product Additional Attributes 1-10Values of customer 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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