Viewing the Sales by Client Report

The sales report by client displays all the invoices for the selected period when generating the report, categorized by each client separately.

Steps to view the Sales by Client Report

1. Click on the “Reports” menu.
2. Click on “Sales Reports“.
3. From the “Invoices Segmented Reports” section, select the “Sales by Client” report.
   • Select “Details” to view individual invoice data.
   • Select “Summary” to view the total invoice transactions within the specified period.
4. After displaying the report, you can apply several additional filters:
   • Date Range: Specify the start and end dates for the report period.
   • Status: Choose the status of invoices you want to include in the report, whether paid, unpaid, refunded, or all.
   • Client: Select the client for whom you want to view the sales report.
     • If no specific client is chosen, the system will display the report for all clients.
   • Invoiced By: Choose a specific user or all users to display the report for invoices added by them.
   • Currency: Specify the currency in which you want to view the report.
   • Work Order: Select a specific work order to display only the invoices related to it.
   • Branch: Choose one or more branches to display the sales report for their invoices.
5. Once you’ve adjusted the filters, click “Show Report“.
6. You can print the report using “Print” or export it to a CSV, Excel, or PDF file from the export options.

Note: You can change the report view from “Sales by Client” to “Sales by Staff” or “Sales by Salesperson” or “Sales by Time Period” using the “Client” dropdown located below the filter settings.