Sales Details Report 2.0

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.

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.

If you use Quickbooks, our Sales Details Report is akin to the "Sales by..." reports.

To find this report, go to the Reports → Billing Reports → Sales Details.

Then, select:

Report Period: Invoice Date or Service Date
Date Range
Group By: Invoice Number, Customer Name, Order Number, Service, Product, Location Address, PO #, Hauler, Ordered By, Salesperson, Customer ID, Job ID, Price List
Exclude Voided Invoices: Y/N

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. The report will also provide totals based on how the report is grouped.

You can then filter the report by Customer Name, Invoice No., Order No., Service, just to name a few.

Updated: 9/18/2025