Recommended and Popular Reports
Get quick answers about your sales with these six popular reports, from year-to-date totals to orders you may still be owed commission on.
| If You Want To See… | Run This Report | Who Can Run It |
| Year-to-date sales by vendor | 2.2 Order Totals | Admins and Salespeople |
| Sales compared by year | 2.6 Multi-Range Comparison Report | Admins and Salespeople |
| Top-selling items | 3.1 Top Selling Items | Admins and Salespeople |
| Customers ranked by sales | 2.7 Salesperson Group Comparison | Admins and Salespeople |
| Customers without sales history | 2.4 Customer Sales History by Orders | Admins and Salespeople |
| Orders you may be missing money for | 2.3 Orders Outstanding | Admins only |
How to Get There
- Click Reports & Analytics in the navigation menu.
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Select the Report Type: Choose the report category, such as Orders or Items.
- Select the Report: Pick the report you want from the list.
- Choose Your Filters: Set the date range and any other details, such as Order Codes or Manufacturers.
- Run the Report: Click Run Report.
Video Overview
Report Guide
Year-to-Date Sales (2.2 Order Totals)
Shows your total for each vendor in the date range you choose. In this example, the range is year to date.
Sales Compared by Year (2.6 Multi-Range Comparison Report)
Compares sales across up to 3 date ranges. In this example, this year to date is compared with last year to date: last year on the left, this year on the right.
Top-Selling Items (3.1 Top Selling Items)
Shows your top-selling items in the date range you choose. You can also set how many items to show. This example shows the top 10.
Customers Ranked by Sales (2.7 Salesperson Group Comparison)
Ranks your customers by sales. This example shows customers year to date.
Customers Without Sales History (2.4 Customer Sales History by Orders)
Usually lists your customers with every order they placed in a date range. This example uses it to find customers without sales history for a particular vendor.
Orders You May Be Missing Money For (2.3 Orders Outstanding)
Lists orders with or without invoices, so you can see what you may still be owed by the Manufacturer. Use the Show Orders Invoices options to see:
- Only orders with no invoices
- Orders with an invoice difference of the amount you enter
- Orders both with and without invoices
Filter, Group, and Sort Your Results
Every report above can be filtered by customer, Manufacturer, Order Code, or Order Status. Choose the option you want to filter by, then make your selection.
To view the same data from a different angle, click Sorting Options:
- Grouping: Organizes the report by a different value, such as Customer, Manufacturer, or Salesperson.
- Sorting: Sorts the data by any column in the report.
For example, report 2.2 Order Totals is grouped by Manufacturer by default. Grouping it by Salesperson shows the same totals by rep instead:
What to Be Aware Of
- Orders Outstanding Is Admin-Only: Salespeople can run every report here except 2.3 Orders Outstanding.
- Large Date Ranges: Report 2.4 Customer Sales History by Orders may take longer to load over a long date range.