Sale Summary Report

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What is the Sale Summary Report?

A Sale Summary Report summarizes your business’s sales activities over a specific period. It tracks sales revenue, analyzes sales trends, and monitors the performance of products/services.

Sale Summary Report

The Sale Summary Report typically includes a list of all your products/services and the quantity sold. You can also see a timeline for each sale and revenue.

You need to install the Inventory app to get the Sale Summary report. After installation,

  • Go to Reports on the Navigation Menu.
  • On the Reports page, go to the Inventory section.
  • Click Sale Summary.
  • On the Sale Summary report page, you can use the filters to set the following:
    • Customer: Select a customer to view the purchase history.
  • After entering your preferred filters, hit the Enter Key on your keyboard to refresh and view an updated report.

You can Print, or Export Sale Summary reports from the top left corner of the page.

To schedule reports, you need the Schedule Reports app.

Check out how to schedule reports.

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