Sales Reports
Sales reports are built from orders and line items in the Sales module. They are not the same as Billing Reports, which are built from invoices in the Billing module.
Not every order becomes an invoice. An order can be canceled or left in Draft or On Hold status and never bring in any revenue. Keep this in mind when you read a sales report, and use Billing Reports when you need invoiced revenue.
You can find sales reports under Reports → Sales Reports.
Orders Summary
The Orders Summary lists your orders with their production, sales rep, order type, order status, item count, and amounts (net, tax, and gross). If an order has been invoiced, you'll also see the invoice number, invoice date, due date, and invoice status.
Filters
- Date range: defaults to this month. Orders are matched by pickup date, unless you group by invoiced day, week, or month, in which case they're matched by invoice date.
- Sales Rep
- Order Type
- Order Status: pre-filtered to contracted statuses (On Memo / On Spec, Rented Out, Received, Partially Returned, Returned, Returned Late, Returned with L&D, Sold, and Closed). To see every order, uncheck these statuses and click Apply.
- Invoice Status
To see only orders that were invoiced, set Invoice Status to Open, Overdue, and Paid, then click Apply.
Group by
Grouping rolls your orders up into one row per group, with the order count, item count, and totals for each. You can group by:
- Pickup day, week, or month
- Company
- Account
- Sales rep
- Order type
- Order status (for example, to see how much is sitting in Draft or On Hold)
- Invoiced day, week, or month
- Invoice status
For example, group by Sales Rep with a date range of the last 365 days to see how much each rep brought in over the year.
Export
Click the menu next to the report title to Print Report or Export Spreadsheet.
Orders Past Due
Opens the Orders tab in the Sales module, filtered to orders that are still out and were due back yesterday or earlier. The oldest overdue orders are listed first.
It includes orders in the On Memo / On Spec, Rented Out, and Partially Returned statuses.
Today isn't counted as past due because the production still has the rest of the day to return the order.
A short version of this list also appears as a to-do on the Dashboard page.
Line Items Past Due
The same as Orders Past Due, but for individual line items. Opens the Line Items tab in the Sales module, filtered to line items in the On Memo / On Spec, Rented Out, and Partially Returned statuses that were due back yesterday or earlier.
Returned Line Items
Opens the Line Items tab in the Sales module as a live feed of line items your crew has checked back in, with the most recently returned at the top.
Line Items Summary
Lists line items by pickup date and groups them by a detail of the inventory item. Each line item shows its order, account, SKU, item title, pickup and return dates, quantity, price, and extended price, along with labor hours and weight. Each group has its own totals.
You can group line items by:
- Artist
- Bin Location
- Consignor
- GL Code
- SKU
- Supplier
The date range defaults to today and matches line items by pickup date.
The Line Item Status filter is pre-filtered to contracted statuses (On Memo / On Spec, Rented Out, Partially Returned, Returned, Lost, Damaged, and Sold). If you clear it, every status except Canceled is shown.
You can also search for a single artist, bin location, SKU, or supplier.
Click the menu next to the report title to Print Report or Export Spreadsheet.
Paying suppliers
If you pay suppliers or consignors a share of what their props rent for, group this report by Supplier (or Consignor) for the date range you're paying out. Then export the spreadsheet and add a column for each supplier's revenue share.
This report includes line items that haven't been invoiced yet. To pay out only on invoiced revenue, use the Supplier Performance Report in Billing Reports instead.
For this to work, the inventory item must have a Supplier (set it in the Edit Item modal > Advanced tab).
The Supplier must be set before the item is added to an order. If it wasn't, update the line item so it picks up the supplier: open the Edit Line Item modal, click Menu, then select Pull Inventory Item Changes.
