{"id":5837,"date":"2024-10-09T10:38:49","date_gmt":"2024-10-09T07:38:49","guid":{"rendered":"http:\/\/support.simplbooks.ee\/en\/?post_type=ht_kb&p=5837"},"modified":"2024-10-10T17:00:09","modified_gmt":"2024-10-10T14:00:09","slug":"sales-report","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/sales-report\/","title":{"rendered":"Sales report"},"content":{"rendered":"

Reports -> sales report<\/strong><\/p>\n

The sales report provides an overview of purchases made during the selected period, both in summary and by articles, suppliers, and projects.<\/p>\n\u25cf<\/span> To generate the report, it is necessary to select the report period<\/strong>. The remaining fields are not mandatory.<\/p>\n

\"\"<\/a><\/p>\n\u25cf<\/span> Based on the generated report, a graphical overview is also created.<\/p>\n

\"\"<\/a><\/p>\n\u25cf<\/span> In the sales report header, you can navigate between different reports.
\nIn the sales report, you can view:<\/p>\n

    \n
  1. Aggregate report<\/strong> \u2013 displays all sales sorted in chronological order.<\/li>\n
  2. Client report<\/strong> \u2013 displays sales sorted by clients; provides information about invoice payments \u2013 received\/not received, overdue payments.<\/li>\n
  3. Employee report<\/strong> \u2013 displays sales sorted by the employees who made the sales; provides information about invoice payments \u2013 received\/not received, overdue payments.<\/li>\n
  4. Item report<\/strong> \u2013 displays sales sorted by articles. The term \u201cundefined\u201d is used when articles are not assigned on invoices.<\/li>\n
  5. Projects report<\/strong> \u2013 displays sales sorted by projects; provides information on amounts, payments, the total number of invoices, and the total number of clients per project.<\/li>\n<\/ol>\n\u25cf<\/span> The report can be exported by clicking the “Export<\/strong>” button.<\/p>\n

    \"\"<\/a><\/p>\n

    In the opened view, you can select which report pages to export and in what format.<\/p>\n

    \"\"<\/a><\/p>\n

    For additional questions, write to us at support@simplbooks.ee<\/a>.<\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[181],"ht_kb_tag":[],"class_list":["post-5837","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=5837"}],"version-history":[{"count":8,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5837\/revisions"}],"predecessor-version":[{"id":21703,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5837\/revisions\/21703"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=5837"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=5837"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=5837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}