Sales Reports

Sales Reports Overview

Sales reporting combines CRM dashboards, the accounting Sales Register, and list exports for leads, customers, and opportunities.

Sales Pipeline

Accessing Sales Reports

1. Open CRM for pipeline and handoff views.
2. Open Accounting → Reports → Sales Register for finance-oriented sales lines.
3. Use module list screens for export actions where available.

Available Sales Report Types

• Sales Register — dated sales lines with optional grouping (Accounting Reports).
• Sales pipeline / CRM dashboards — operational KPIs for opportunities and handoffs.
• Leads, Customers, Opportunities list exports — Excel export actions on those controllers (company-scoped).

Applying Filters

Sales Register supports start date, end date, and grouping period. CRM lists support search and status filters before export. Apply filters first so exports match what you see on screen.

Reviewing Sales Data

Treat CRM dashboards as operational. For revenue recognition, reconcile with posted receipts and the Sales Register.

Leads

Exporting Data

Verified Excel exports exist for leads, customers, and opportunities from their list controllers. File names include a timestamp (for example Leads_Export_yyyyMMdd_HHmmss.xlsx).

How to Export Data

Troubleshooting

• Export button missing — your role may lack export permission.
• Empty export — clear filters or widen the date range.
• Numbers differ from finance — CRM counts open pipeline; finance reports use posted transactions.

FAQ

Related Articles

• Financial Reports
• Data Export
• Customers
• Dashboard Analytics