Sales reporting (new) – Procountor

You can access the sales report in Reporting > Sales reporting (new).

Sales reporting (new) is an updated version of the old sales reporting. Unlike in the old sales reporting, the new reporting system retrieves the information in real time from Procountor's database. Both the old and the new sales report will function side by side for a while.

Sales reports help you monitor sales according to products and customers.

Search criteria

First, define the search criteria for the report.
Click Apply.
The program generates sales reports in line with the search criteria.

The report can be filtered with the following criteria:

Time Period

Current period
Last 6 months
Last 12 months
Current year
Custom period
- Start and End: Free date definition either by filling values in the fields or by using the calendar icon.
- The data of the report is retrieved from sales invoices by invoice date.

Products

The Product button opens the product selection. You can search for products, product groups and invoice products.

Products: The section displays all the products entered into the product register, regardless of whether they have been used in invoices.
Product groups: The section displays the sales product groups used to search for products in said product group.
Invoice products: The section only displays the products used in invoices. The product does not have to be set up in the product register.

Search field: You can filter the list by entering the name or the first few characters of products, product groups and invoice products.

Customers

The Customer button opens the customer selection. You can search for customers, customer groups and invoice customers.

Customers: The section displays all the customers who have been entered in the customer register.
Customer groups: The section displays the customer groups used to search for sales in said customer group.
Invoice customers: The section displays only the customers with a registered invoice. The customer does not have to be set up in the customer register.

Search field: You can filter the list by entering the name or the first few characters of the customer, customer group or invoice customer.

Figures

EUR: sales in EUR excluding value added tax (the name of the button changes according to the currency used).
EUR + VAT: sales in EUR inluding value added tax (the name of the button changes according to the currency used).
Quantity: number of products in sales invoices.

Invoice date or receipt date

You can choose whether to search for sales invoices according to invoice date or receipt date.

Transactions

All transactions: searches for both business transactions and other transactions.
Business transactions: searches for business transactions, in other words receipts with the status Not sent, Approved, Sent, Paid, Partly paid, Marked paid or Invoiced.
Others transactions: searches for other than business transactions.

Create report

Apply makes the program search for information in line with the search criteria.

Reset to default clears your selections and resets the default search criteria.

View details allows you to browse the content of the graphs at row level. The Export to excel –button on the opening  Sales invoice rows –view exports the report data to an Excel file.

Sales overview

The topmost graph presents the general sales development in line with the search criteria.

You can track the development of sales per year, month or day, for example. In the drop-down menu of the Show button, select one of the following:

Yearly
monthly
daily
weekly

You can select various graph types. In the Graph type drop-down menu, select one of the following:

Periodic
Cumulative development of sales
Comparison of sales with previous year
Comparison of cumulative sales with previous year
Changing rate of sales from previous year

The graph can be saved as a PNG-format image file by clicking on the Export to PNG button. The image has a transparent background to make it easier to embed it in presentations, for example.

Sales by product, product group and invoice product

The middle graph in the view examines the sales at the product level.

The Export to excel –button exports the table data to an Excel file.
The Table can be expanded or minimized with the icon.
From the button, you can drill down from product table to invoices, so that you can see which invoices are related to chosen product.
- From the Invoices’ view, it is possible to drill down to the individual invoice by clicking the invoice number.

Filtering the information

Click on the image to enlarge it.

On the header row of the graph, you can select whether to browse the graph per product, product group or invoice product.
You can filter the information in various ways by bringing your cursor over a column, such as Total Sales EUR, and then clicking on the three lines that appear.
You can change the results of the graph in a rising or falling order by clicking on the arrow next to the column.
In the table, you can choose to view a product, a product group or an invoice product by clicking on the product's name, for example. Reselect the same row to reset the filters.

Sales by customer, customer group and invoice customer

The bottom graph in the view examines sales at customer level.

The Export to excel –button exports the table data to an Excel file.
The Table can be expanded or minimized with the icon.
From the button, you can drill down from customer table to invoices, so that you can see which invoices are related to chosen customer.
- From the Invoices’ view, it is possible to drill down to the individual invoice by clicking the invoice number.