7th Jan, 2026
Sales Report
The Sales Report provides a complete overview of all sales transactions, helping track revenue, monitor sales performance, and manage customer accounts efficiently.
Sales report with the details of:
SL: Serial number of the record.
Approved Date: Date when the sale or invoice was approved.
Amount: Total amount of the sale.
Adjust: Any adjustments made to the sale amount.
Collect By: Employee or user who collected the payment.
Approved By: Employee or manager who approved the sale.
Invoice: Invoice number associated with the sale.
Customer: Name of the customer.
Payment Method: Mode of payment.
Advance filter:
Company: Select the company for which you want to view sales data.
Branch: Choose a branch to filter branch-specific sales.
Payment Date Range: Specify the start and end dates for payment or sale transactions.
Sales Person: Filter sales records by the salesperson responsible for the sale.
Delivery Person: Filter by the delivery person handling the order.
Customer: Select a specific customer to view their sales transactions.
Export the table by print and Excel from here
