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Coworking:Sales Invoice Dimensional Report

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This is a dimensional type of report that shows information about registered sales invoices (Sales Invoices in a status Completed or Voided) during a selected period of time.

This report can display rating of products and top customers based on the sales revenue, show profit and margin of sales and answer many others questions related to the company sales invoicing activity.

Parameters window


Fields to note:

Sample Report Output


Columns to note:

How the estimated cost is calculated:

In case there is no cost calculated for some of the retrieved records, it is needed to estimate it. In order to do so, a generic Unitary Cost for the records with cost calculated is retrieved and, using it, the estimation is performed. The formula works in the following way.

Example: If there is a Product with an Invoice Line of 100€ and it has a calculated cost of 30€, for a line of 200€ the estimated cost should be 60€.

200€ line net amount * (30€ calculated cost/100€ transactions with calculated cost) = 60€. (30€ calculated cost/100€ transactions with calculated cost) is the Unitary Cost.

In a generic scenario, that is not dependent on any dimension like Product:

Estimated Cost = Total Line Net Amount * (Total Calculated Cost/Total Line Net Amount of Transactions with Calculated Cost). Being (Total Calculated Cost/Total Line Net Amount of Transactions with Calculated Cost) the Unitary Cost

This means that the estimation is dependent on the records retrieved. The more records there are and the more grouped they are, the more precise the estimation will be. If the report is split by different dimensions the estimations can be different and, therefore, the totals can have a minor variation.

There is also possibility to export this report to a PDF or a XLS file:

SInvoices Dim ReportButtons.png

PDF format shows the same fields explainded before, but in XLS format new fields are added related to selected invoice:

Bulbgraph.png   This feature is available starting from 3.0PR17Q2.

In the top of the report now the secondary filters are shown.

Also this report now shows the total of cost, profit, margin-% and quantity.

At the end of the report there is a new table showing the number of documents per document type


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