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      Product Sales Detail Report

      Description

      This report shows a detailed report of product related sales for a specified timeframe including Product Name sold, who it was Sold to and Date Sold.

      Running the Report

      • Go to Reports >> Reports and select Business from the Report Category list.
      • Then select Product Sales Detail Report in the Report to Run list.
      • Set up the filters to select the data to be run for the report.
      • Click on Run Report to generate the report.

      Filters

      TYPE DESCRIPTION
      For Vendor

      This filter allows you to run the report for a specific Vendor.
      For Site

      This filter allows you to run the report for a specific Site.

      Group By

      This filter allows you to group the report data by product or provider. Please note that this filter will change how the totals are displayed.
      For Product Group

      This filter allows you to run the report for a specific Product Group.
      Date Range

      This filter allows you to select a date range for which to run the report.
      Set Period to

      This filter allows you to set the date range to a specific Period (e.g.: Calendar Year, Financial Year, etc.).
      Include Tax on Items?

      This filter allows you to specify whether amounts (and/or charges) shown in the report should have tax included.

      Group By Product Group?

      This filter allows you to specify whether the report data should be grouped by Product Group.

      For Clients That Haven't Purchased the Same Product Since?

      This filter allows you to specify whether the report should be shown for clients that haven't purchased the same product since (date range selected).
      For Clients That Haven't Purchased the Same Product Group Since?

      This filter allows you to specify whether the report should be shown for clients that haven't purchased the same product group since (date range selected).

      Show All Products

      This filter allows you to specify whether the report should include all the products. To select specific products, go to the panel at right side ("products to show") and include/exclude products as required.

       

      The Generated Report

      From within the report, you can click edit to open the specific Client Appointment and/or Cash Sale details.