Sales Reports by Period

Sales between two dates compared with the previous period — revenue, orders, average order value, new customers, payment breakdown, hourly profile, top products — with the same tabs, print and e-mail as the daily report.

Period Sales Reports is the daily report stretched over any date range: a week, a month, a quarter. Every figure is compared with the previous period of the same length, which makes trends visible.

Period Sales Report

Screen tour

AreaWhat it shows
HeaderStart Date, End Date, Refresh, Send by Email
TabsSummary, Detailed, Payments, Products, Invoicing & Delivery
Report headerPeriod Sales Report — dd/mm/yyyy to dd/mm/yyyy, Print, Refresh
KPI cardsTotal Revenue, Total Orders, Average Order Value, New Customers, each vs previous period
Payment Status BreakdownFully Paid, Partially Paid, Unpaid, Total Paid, Outstanding
Hourly SalesAverage hourly profile over the period (Show Zero Hours)
Top Selling ProductsUnits, revenue and share

How to use it

1

Choose the range

Set Start Date and End Date (the current month is proposed) and Refresh.

2

Read the comparison

Each KPI shows the percentage change against the previous period of identical length — the month before for a monthly range.

3

Drill down

Switch to Detailed for the document list, Payments for methods, Products for the full ranking and Invoicing & Delivery for what is still open.

4

Share

Print or Send by Email.

Logic and rules

  • Same definitions as the Daily Sales Report: invoices and delivery notes dated in the range, Completed payments, first-document clients.
  • The previous period is computed automatically: same number of days immediately before the start date.
  • Branch scope applies.
Sales Reports by Period - RedERP User Guide