Sales report

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Sales report

Where can I find a simple monthly sales report in MYOB?
I don't want it to be a break down per customers, and I want to be able to see it by month, over a selected period of time.
Just simple monthly sales total. 

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Re: Sales report

Hi @AmelieS 

 

Thank you for your post.

 

Have you had a look at the Sales [Item Detail] report? This report displays the quantity and sale amount on sale-by-sale basis for selected items within a period range. You may want to have a look at other reports in Sales reports to see which one suits your needs. Also, be sure to have a look at Customise reports, which allows you to personalise the forms to show only the information you require. 

 

Please let us know if you have any further questions.

Kind regards,
Jesh

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Re: Sales report

Hi @Jesh_D 

 

Thank you for your reply.

The Sales [Item Detail] report only works for item sales, not service. So none of my invoices display on that report as I only enter service. As for all other sales reports, I haven't been able to find one that suits what I am after.
Might be a good idea to implement that option in a future update !

Regards,

 

Amelie

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Re: Sales report

Hi @AmelieS 


If you're using AccountRight, you could look at runninng Sales Register Detail [All Sales] report filtered by all customers and months you want (by entering the date range) . This would give you the total amount at the end of the report. However, if it doesn't solve your purpose, we will pass on this suggestion as an enhancement request to our product development team. 

Kind regards,
Komal

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Re: Sales report

Hi Komal,

 

Sorry this one isn't the one either.
Let's say you want to compare your total sales amount over the past 6 months. How would you do?
I can do it in several reports, but it would be handy to have the option of a single report for that.

MYOB Moderator
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Re: Sales report

Hi @AmelieS 

 

Unfortunately, that cannot be achieved in a single report. You might have to look at combining data from different reports in Excel and analyze it that way. This is something that might be considered in future developments.


Please feel free to post should you have further questions or suggestions. 

Kind regards,
Komal

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