Viewing the Yearly Sales Report

1. Click on the “Reports” menu.
2. Click on “Sales Reports“.
3. From the “Sales Reports” page, select the “Yearly Sales” report.
   1. Select “Details” to view data for each invoice separately.
   2. Select “Summary” to view the total amounts of invoice transactions for the specified period.
4. After viewing the report, you can apply several additional filters, which are:
   • Date Range: Through this field, you can specify the beginning and end of the period for which you want to view the report.
   • Status: Select the status of the invoices for which you want the report, whether they are Paid, Unpaid, Returned, or All.
   • Client: Choose the client for whose sales report you want to display.
     • If no specific client is selected, the system will display the report for all clients.
   • Invoiced By: Specify a certain user or all users to display the report for invoices added through them.
   • Currency: Select the currency in which you want to display the report.
   • Work Order: Specify a work order to view only its invoices.
   • Branch: Select one or more branches to view the sales report for their invoices.
5. Once the filters are adjusted, click “Show Report“.
6. You can print the report from “Print” or export it to a CSV, EXCEL, or PDF file from the export options.

Note: You can change the report view mode from yearly to daily, weekly, monthly, by client, or by employee through the “Yearly” field located below the filter determinants.