{"id":1015,"date":"2023-04-11T16:39:54","date_gmt":"2023-04-11T13:39:54","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/reports\/sale-summary-report\/"},"modified":"2023-04-24T10:58:02","modified_gmt":"2023-04-24T07:58:02","slug":"sale-summary-report","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/reports\/sale-summary-report\/","title":{"rendered":"Sale Summary Report"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>What is the Sale Summary Report?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Sale Summary Report summarizes your business&#8217;s sales activities over a specific period. It tracks sales revenue, analyzes sales trends, and monitors the performance of products\/services.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164344\/sales-summary-1024x576.png\" alt=\"Sale Summary Report\" class=\"wp-image-1019\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164344\/sales-summary-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164344\/sales-summary-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164344\/sales-summary-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164344\/sales-summary-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164344\/sales-summary.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You need to install the <a href=\"https:\/\/akaunting.com\/apps\/inventory\" target=\"_blank\" rel=\"noreferrer noopener\">Inventory app<\/a> to get the Sale Summary report. After installation,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to<strong> Reports<\/strong> on the Navigation Menu.<\/li>\n\n\n\n<li>On the Reports page, go to the <strong>Inventory<\/strong> section.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164322\/sale-summary.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Sale Summary.<\/strong><\/li>\n\n\n\n<li>On the Sale Summary report page, you can use the filters to set the following:\n<ul class=\"wp-block-list\">\n<li>Customer: Select a customer to view the purchase history.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>After entering your preferred filters, hit the <strong>Enter Key<\/strong> on your keyboard to refresh and view an updated report.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can <strong>Print,<\/strong> or <strong>Export<\/strong> Sale Summary reports from the top left corner of the page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To schedule reports, you need the <a href=\"https:\/\/akaunting.com\/apps\/schedule-reports\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule Reports app<\/a>.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em><em>Check out <\/em><a href=\"https:\/\/akaunting.com\/hc\/docs\/reports\/scheduling-a-report\/\"><em>how to schedule reports<\/em><\/a><em>.<\/em><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is the Sale Summary Report? A Sale Summary Report summarizes your business&#8217;s sales activities over a specific period. It tracks sales revenue, analyzes sales trends, and monitors the performance of products\/services. The Sale Summary Report typically includes a list of all your products\/services and the quantity sold. You can also see a timeline for [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":928,"menu_order":14,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1015","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1015","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1015"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1015\/revisions"}],"predecessor-version":[{"id":1538,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1015\/revisions\/1538"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/928"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1015"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1015"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}