Creating a new sales report
Sales report details
Basic information tab
Other tabs
Cost center/Calculation object tabs
Customers tab
Products tab
Creating a new sales report
- Go to the Reports - Sales report view
- Define the data and filters for the report
- Create the report by clicking the Create report button at the top
The completed report will be displayed at the bottom of the page, once the green bar at the top of the page disappears. You can print the completed report using the Print/Chart or Print/Table options.
Sales report details
Basic information tab
Division
In the first division, you define the columns of the report. In this division, you select the time period for the report, such as monthly, quarterly, or yearly.
Time period
For the time division, you select the time period for which the report is created.
Type
In the type section, you select whether the report is created based on Sales tax-free or Sales tax-inclusive amounts.
Overhead
With the running option, you can create a report that includes a desired number of previous months/quarters/years, depending on the selected time period in the Division section. Note! When using the Running option, the time division in the Time period is not valid.
Division
In the second division, you define the rows of the report. In this division, you select how the report data is organized based on: Total amount, by customers, by customer groups, by products, by product groups, by salespersons.
For customer-specific sales reports, you can also choose to print the customers' VAT numbers (By customers - Print customer VAT numbers). This information helps users, for example, in completing the summary form for EU sales.
Comparison
By selecting the Comparison option, you can include comparisons to previous sales reports in the created sales report.
- By selecting From year, you define how many years are included in the comparison. The number of comparison years can be changed from the drop-down menu of this field.
- Quantities
Day
By selecting the Day field, you define whether the invoices are exported to the report based on the Document date or the Invoice date.
- In the Currency section, you select the currency used in the report from the drop-down menu, with EUR as the default. The currency limits the invoices displayed on the report according to the currency.
Columns
In the Columns section, you can define how the data is organized in the columns.
- By selecting Ascending order, the time periods will be arranged in chronological order from oldest to newest
- By selecting Descending order, the time periods will be arranged in reverse chronological order from newest to oldest.
In the Rows section, you can define how the data is organized in the rows.
- By selecting Normal order, for example, organizing by products will list the products in alphabetical order
- By selecting Reverse order, for example, organizing by products will list the products in reverse alphabetical order.
Return
In the Return section, you can choose how the report is displayed.
- By selecting Show report, the report will be displayed directly on the screen
- By selecting Show chart and report, the report and the corresponding graphical chart will be displayed on the screen
- By selecting Download CSV file, the report will be saved to a file that can be exported to Excel.
Report name
In the Report name field, enter the name for the report, which will be used if the report is saved.
Save
By clicking the Save checkbox, the report will be saved with the name entered in the Report name field. Note! The report template will be saved only by clicking the Create report button. The saved report can be viewed later in the Report templates view for future use, such as printing.
Timing
With the timing options, you can schedule the report to be sent to a specified email address at a specific time. Only one email address can be added to the report. If multiple email addresses are required, each address should have its own report saved.
Other tabs
Sales reports can also be filtered by cost centers and calculation objects, by customers, by customer groups, by products, and by product groups.
Cost unit/Accounting object tabs
With filters, you can filter the invoices included in the report by cost units and calculation objects: in this example, the calculation objects are Project and Worksite. If the report is filtered according to the cost unit "[100] Helsinki", only the invoicing related to the selected calculation object will be included in the report.
- Click the Scoping in use: Cost unit checkbox
- Select the projects to be included in the filter from the All section (the selected project will turn blue)
- Click the right arrow -> the selected projects will move to the Selected section.
You can select multiple "here and there" projects at the same time by holding down the CTRL key on the keyboard and clicking the names of the projects to be included in the filter from the All section. After this, move all the selected projects to the Selected section by clicking the right arrow ->.
Canceling the selection
If necessary, you can cancel the selection you made by clicking on a project that is not included in the All section and moving the project back to the All section using the left arrow.
Customers tab
If the report is filtered by customer groups or by individual customers, only the invoicing related to the selected customer groups/customers will be included in the report.
Select whether the filter is made based on the Customer group or individual customers and then click either the Scoping in use: Customer group or Filter in use: Customer checkbox. Proceed with the customer selections according to the instructions on the Project and Cost center tabs.
Products tab
If the report is filtered by product groups or by individual products, only the invoicing related to the selected product groups/products will be included in the report.
Select whether the filter is made based on Product groups or individual products and then click either the Filter in use: Product group or Filter in use: Product checkbox. Proceed with the product selections according to the instructions on the Project and Cost center tabs.
NOTE! Report - Sales reports - By products displays the report based on the product number. The product number retrieves the correct name for the product on the report, and the same product code does not display multiple different names for the same product/product number on different rows.