Yearly Profits Report

Steps to View the Report

1. Click on “Reports“
2. Select “Sales Report“.
3. From the “Sales Reports” page, choose “Yearly Profit“.
4. Before viewing the report, you can apply several filters:
   • Invoiced By: Select one or more employees to display profit related to the invoices they created. You can search by name, code, email, department, branch, or country.
     • If no employee is selected, the system will display the report for all employees.
   • Client: Filter results to include sales for a specific client only. You can search by name, email, or phone number.
     • If no client is selected, the system will display the report for all clients.
   • Client Category: Filter results by client category.
     • If no category is selected, the system will display the report for all client categories.
   • Products: Filter results to include a specific product only. You can search by product name or product code.
     • If no product is selected, the system will display the report for all products.
   • Date Range: Select the time period for which you want to analyze profits. Available options include:
     • Last Week: The past seven days.
     • Last Month: The past thirty days.
     • Month to Date: From the beginning of the current month until today.
     • Last Year: The Past twelve months.
     • Year to Date: From the beginning of the current year until today.
     • Custom: Select this option and manually specify the start and end dates in the adjacent fields.
   • Branch: Select one or more branches to display profits for their sales only.
     • If no branch is selected, the system will display the report for all branches.
   • Order Source: Filter results based on the platform or channel from which the orders originated.
     • If no source is selected, the system will display the report for all sources.
5. After adjusting the filters, click “View Reports” to updated the results.
6. You can change the report grouping by clicking the grouping button above the table. Available grouping options include: daily, weekly, monthly, yearly, employee, client, and product.
7. You can switch between “Summary” view to display totals for each period only, or the “Details” view to display each invoice separately.
8. You can print the report using “Print” or export it from “Export Options” to:
   • CSV
   • Excel
   • PDF
   • PDF (without chart)

Report Columns

The table displays product profit data grouped according to the selected time period (daily, weekly, monthly, or yearly). When the details view is selected, each invoice appears separately within each period. The columns are organized as follows:

• ID: The unique identifier of the record in the system.
• Invoice Number: The number of the sales invoice or returned invoice, with a direct link to view its details.
• Client: The name of the client associated with the invoice and their system ID.
• Employee: The name and system ID of the employee who created the invoice.
• Products: The name of the sold or returned product or item.
• Quantity: The number of units sold or returned along with the unit of measurement. Negative values appear for returned invoices.
• Unit Purchase Price: The purchase cost of one unit of the product.
• Purchase Price: The total purchase cost of the sold quantity (purchase price x quantity). Negative values appear for returned invoices.
• Unit Selling Price: The price at which one unit was sold to the client.
• Selling Price: The total sales value of the quantity (selling price x quantity). Negative values appear for returned invoices.
• Discount: The discount amount applied to this item in the invoice.
• Profit (SAR): The net profit achieved, calculated as the difference between the selling price and purchase price after applying the discount. Negative values appear in cases of loss or returned invoices.

At the bottom of each time period, a total row appears summarizing the total purchase price, selling price, discount, and profit for that period. At the bottom of the table, a grand total row is displayed, aggregating the data for all periods across the entire selected date range.