Sales per period (Reports menu)

Parent Previous Next

The following five (5) reports are available to analyse posted invoices and credit notes:

1.Sales per period - Debtor group 1 - List the invoices by debtor (customer / client) reporting group 1 linked to debtor (customer / client) accounts on Action → Debtor.  

2.Sales per period - Debtor group 2 - List the invoices by debtor (customer / client) reporting group 2 linked to debtor (customer / client) accounts on Action → Debtor.  

3.Sales per period - Document group 1 - List the invoices by document reporting group 1.  

4.Sales per period - Document group 2 - List the invoices by document reporting group 2.  

5.Sales per period - Salesperson - List the invoices by salesperson (person who processed the invoice).

This report only includes Invoices and Credit notes which are posted. Unposted Invoices and Credit notes will be NOT be included in this report.

To print Sales documents by Reporting groups reports:

1.On the Reports ribbon, select Reports → Sales analysis → Sales per period.

2.Select the following:

a)Report - Select the Sales per period - Debtor group 1 (default), Sales per period - Debtor group 2, Sales per period - Document group 1, Sales per period - Document group 2 or Sales per period - Salesperson report.

b)Period - Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.

c)Sequence - Select "Debtor code" to print the report by account code or "Description" to print the report by account description (name).

d)New page per account - If this option is selected (ticked), it will print the transactions for each account on a new page.

The Company details will not be printed as in the Page header. The company name is displayed in the Page footer.

3.Click on the OK button.

An example of the Sales per period - Debtor group 1 report, is as follows:

Page 1

Each Reporting group will start on a new page.

Page 2

Created with the Personal Edition of HelpNDoc: Full-featured Help generator