Daily Profit Report

Steps to View the Report

1. Click on the “Reports” menu.
2. Click on “Sales Reports.”
3. From the “Sales Reports” page, select “Daily Profit.”
4. Before viewing the report, you can apply several filters:
   • Invoiced By: Select one or more employees to display profits 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 report will include all clients.
   • Client Category: Filter results based on client category.
     • If no category is selected, the report will include all 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 report will include all products.
   • Date Range: Select the time period for which you want to analyze profits. Available options include:
     • Last Week: The past 7 days.
     • Last Month: The past 30 days.
     • From Start of Month: From the first day of the current month until today.
     • Last Year: The past 12 months.
     • From Start of Year: From the first day of the current year until today.
     • Custom: Select this option to manually define 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 report will include all branches.
   • Order Source: Filter results based on the platform or channel from which the orders originated.
     • If no source is selected, the report will include all sources.
5. After adjusting the filters, click “View Report” to update 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, or products.
7. You can switch between the “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 aggregated by the selected time period (daily, weekly, monthly, or yearly). When the detailed view is enabled, each invoice’s data appears individually within each period. The columns are organized as follows:

• ID: The unique identifier of the record in the system.
• Invoice Number: The sales invoice or return invoice number, with a direct link to view its details.
• Customer: The name of the customer associated with the invoice and their system ID.
• Employee: The name of the employee who created the invoice and their system ID.
• Products: The name of the sold or returned product/item.
• Quantity: The number of units sold or returned, along with the unit of measure. Displayed as a negative value for return invoices.
• Unit Purchase Price: The cost of purchasing a single unit of the product.
• Purchase Cost: The total purchase cost for the quantity sold (Unit Purchase Price × Quantity). Displayed as a negative value for return invoices.
• Unit Selling Price: The price at which a single unit was sold to the customer.
• Sales Value: The total sales value for the quantity (Unit Selling Price × Quantity). Displayed as a negative value for return invoices.
• Discount: The discount amount applied to this item in the invoice.
• Profit (SAR): The net profit achieved, calculated as the difference between the sales value and purchase cost after applying the discount. Displayed as a negative value in case of a loss or return invoices.

At the bottom of each time period, a subtotal row is displayed, summarizing the total purchase cost, sales value, discount, and profit for that period. At the bottom of the table, a total row appears, aggregating the data across all periods within the selected time range.