This report shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allows the user to select the time period from a list of options or set a custom date range.|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving a layout for potential future use.|
|Reset Layout||Resets 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.
|Product||Name of the product|
|Document #||Invoice Number identifying the sale invoice|
|Date||Invoice issue date|
|Location||Name of the location from where goods were picked/dispatched|
|Customer Reference||Customer Reference associated with the sale|
|Sales Representative||Name of the sales representative associated with the sale|
|Customer Tags||Comma-separated Customer Tags|
|Customer Additional Attributes 1-10||Values of customer additional attributes|
|Year||Year of the sale order|
|Quarter||Quarter of the sale order|
|Month||Month of the sale order|
|Family||Product Family name|
|Unit||Product unit of measure|
|Product Additional Attributes 1-10||Values of product additional attributes|
|Product Tags||Invoice issue date|
|City||Customer address city|
|Country||Customer address country|
|State||Customer address state|
|Postcode||Customer address postcode|
|Quantity||Quantity of the product sold (by invoice - credit note restock)|
|Invoice||Invoice Line Total - Credit Note Line Total including tax in base currency|
|Sale||Invoice Line Total - Credit Note Line Total excluding tax in base currency|
|Tax||Tax on the sale order|
|Discount||Average Discount applied to the invoice line|
|COGS||Cost of Goods Sold in base currency = Invoice COGS - Credit Note COGS. Will include Invoice COGS only when the Max Ship date from the Ship tab is within the specified From - To date range. Will include Credit Note COGS only when the Credit Note date is within the specified From - To date range.|
|Journals||Total of all Additional Transactions associated with the sale in base currency distributed by invoice lines using Total amount|
|Profit||Profit = Sale - COGS (in base currency)|
|Profit less journals||Profit - any additional journal transactions in base currency|
|Grand Total||Grand total of sale orders|
NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.