Sales report

How much was sold, grouped by what you choose, over the period you choose.

Where

Sales & CRM › Reports › Sales

Who

Anyone allowed to see this screen.

Under Show, choose every invoice or totals grouped by what you pick. Narrow by Status, Sales agent and Period, and choose the Currency. Three figures then stand above the table: the Total, what is Settled and the Amount open. The table lists each invoice with its dates, status, discount, tax and totals. Export downloads it.

A line above the figures says exactly which invoices are counted: every invoice issued in the period except cancelled ones, drafts included. A warning names any invoice whose total does not add up.