Get started with sales reports

Use Menu > Reports to review quotes, returns, invoiced sales, sales orders, customers, items, sales channels, sales representatives, and inventory allocations. Each report answers a specific sales question and documents its default period, filters, calculation, included transactions, drilldowns, and available exports.

The following reports are available:

• All quotes for quote activity.
• All returns, Open returns, and Returns not started for return authorization activity.
• Customer count over time for new and returning customer counts.
• Invoiced sales by customer detail, Invoiced sales by customer summary, and Invoiced sales over time for invoices reduced by credit memos.
• Sales by customer detail, Sales by customer summary, Sales by item, Sales by sales channel, Sales by sales rep, and Sales over time for sales order activity.
• Sales order allocation exceptions and Sales order allocations for inventory allocation status when allocation is enabled.

The report articles describe the default period, available filters, calculations, and transactions included in each result.