Run a sales report

The sales report in Workshop Software helps you review and analyse your sales data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.

A Sales Report will give you a list of invoices processed in a date range and show you;
    • Invoice number
    • Date
    • Type – invoice or credit
    • Customer
    • Rego
    • Vehicle make & model
    • GST component of the invoice
    • Total of the invoice
    • Cost of the items on the invoice
    • Profit
1. To run the report, click on Reports from the menu options on the left hand side and then click on Business Reports; Workshop Software screen showing to run the report, click on reports from the menu options on the left hand si... 2. Click on the down arrow icon to the far right of the blue ‘Sales Reports’ menu to expand the menu; Workshop Software run a sales report showing down arrow icon to the far right of the blue 'sales reports' menu to expand t... 3. Enter the date range you want the report to cover and click on the ‘green printer’ icon to generate the report in a new tab, from there it can be printed off. You can also sort the report by customer, Post date, Rego Number & Invoice, make your selection from the “Sort by” field and enter your parameters in the “Start Range” & “End Range” Fields. The last 3 fields on this screen allow you to specify which type of invoices you would like to see on the report: Limit by Type – Allows you to produce a report for sales invoices, credits, or both Internal Only – Allows you to produce a report for internal invoices, external invoices, or both Customer Type – Allows you to limit this report to Account or Cash type customers.   Workshop Software screen showing limit by type - allows you to produce a report for sales invoices, credits, o...

Good to Know

  • Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
  • You can print or export the report results for your records or to share with your accountant.

Frequently Asked Questions

Can I filter the sales report by date range?

Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.

Can I export or print this report?

You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.

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