Sales by client and product

What's in it

The sales by client and product report breaks down what you sold over the period you choose, both by client and by product, laid out as a report you can schedule or export. See sales and invoicing for asking the same thing as a one-off question instead.

The shape of the report

This is the shape of the report, not real figures — your version carries your own clients, products and amounts.

Filter by salesperson

Ask for the report scoped to one salesperson, and it comes back covering only their clients and sales, rather than the whole team's. Name the salesperson the same way you'd name a client or a product elsewhere.

Not a starting point for a different shape

This report's columns and grouping are fixed. If you need a different breakdown — by region instead of by client, say — that's a different report built for your organisation on request, not something you rearrange yourself. See reports overview for the other two report types.

Next: stock inventory

See stock inventory for the by-lot breakdown of what you're holding.