Sales & Invoices Report | CRM Reporting Guide

Generate sales reports, filter invoices by status, currency, period, and sales agent. View invoice details, totals, and payment status.

The Reports section is a powerful tool for analyzing sales performance, invoices, payments, credit notes, proposals, estimates, items, customers, and charts. It is divided into three main parts:

Left sidebar – list of report types and charts.
Right filter panel – currency, period, status, sale agent.
Report output area – tables with data, charts, export, search, pagination.

Left Sidebar – Report Types

Sales Report

Menu Item (English)	Description
Invoices Report	List of invoices with details (amounts, taxes, discounts, status).
Items Report	Sold products/services (quantity, total amount, average price).
Payments Received	Received payments with payment mode and transaction ID.
Credit Notes Report	Issued credit notes (amounts, remaining, refunded, status).
Proposals Report	Sales proposals (subject, status, dates, amounts).
Estimates Report	Estimates (date, expiry, status, amounts).
Customers Report	Customer summary (number of invoices, total amounts).

Charts Based Report

Menu Item (English)	Description
Total Income	Income chart by month (bar or line) for selected year.
Payment Modes (Transactions)	Pie chart showing share of each payment method.
Total Value By Customer Groups	Bar chart of total sales by customer group.

Click any menu item to load that report. The active report is highlighted with a gray background.

Filter Panel (Right Side)

Common Filters for All Reports

Filter	Description	Options (English)
Currency	Currency for amounts. Required if multiple currencies exist.	USD, EUR, UAH, etc.
Period	Time range for data.	All Time, This Month, Last Month, This Year, Last Year, Last 3/6/12 months, Custom (Period)
From Date / To Date	Appears when "Period" is selected. Allows custom date range.	Use date picker.

Additional Filters (depending on report type)

Report Type	Additional Filters
Invoices Report	Status (Unpaid, Paid, Partially Paid, Overdue, Draft); Sale Agent
Credit Notes Report	Status (Open, Closed, Void)
Items Report	Sale Agent
Estimates Report	Status (Draft, Sent, Expired, Declined, Accepted); Sale Agent
Proposals Report	Status (Draft, Sent, Open, Revised, Declined, Accepted); Sale Agent

After changing any filter, the report updates automatically (or click “Generate” if present).

Report Output Area – Tables & Charts

Invoices Report Table Columns

Column (English)	Description
Invoice #	Clickable link to invoice view.
Customer	Customer company name.
Date	Invoice creation date.
Due Date	Payment due date.
Amount	Subtotal (without tax).
Amount with tax	Total including tax.
Total Tax	Sum of taxes.
Discount	Discount amount.
Adjustment	Manual adjustment.
Applied Credits	Credits used.
Amount open	Remaining unpaid amount.
Status	Paid, Unpaid, Overdue, etc.

At the bottom of the table: Total (Per Page) row – sums key financial columns for the current page.

Items Report Table Columns

Column	Description
Item	Product or service name.
Quantity Sold	Total units sold.
Total Amount	Total sales amount (excl. tax/discount).
Average Price	Average price per unit.

Payments Received Table Columns

Column

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