The Sales Details Report shows your invoice details and total sales for a given date range. It includes breakdowns of all invoice line items and allows you to group your sales by customer, address, service, and more.
To find this report, go to the Reports Page > Billing Reports > Sales Details.
You will then be prompted to select Service Date or Invoice Date as the Report Period, the date range, and if you want to group it by a particular data point. Grouping options include: Customer Name, Location Address, PO #, etc.
Once the report results appear on the screen, you will have the option to filter by numerous parameters and to download the report to Excel. This report can be extremely helpful for understanding the total amount of sales you’ve done for a particular period of time, for a specific customer, or even for a specific Location.
Updated: 1/28/25