MYOB Essentials' sales reports are listed in the Sales reports section of the Reports page. The reports and their functions are listed below. - Unpaid Invoices—displays the payments due from each customer, within a range of dates by which they are overdue.
- Sales Reconciliation—lists each customer’s outstanding invoice amounts and compares the total amount from outstanding invoices with the Accounts Receivable account up to a certain date.
- Customer Invoices—displays a list of invoices for a certain period and shows the amount, amount due and status for each.
- Customer Payments—displays a list of payments for a certain period that were made for invoices.
- Payment time by customer—displays the list of fully paid sales, along with the number of days it took for them to be paid.
- Sales Transactions—displays a list of sales transactions for each customer along with totals.
- Sales by Customer—displays a list of sales transactions for a certain period, organised by customer. You can choose to see a summary or detailed version of this report.
- Sales by Item—displays sales data for each of your items.
- Items—lists details of your items.
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title | To produce an Unpaid Invoices report |
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| To produce an Unpaid Invoices report- Go to the Sales reports section of the Reports page.
- Click Unpaid invoices.
The Unpaid Invoices Report page appears, where you can customise and produce the report. - Select a Customer from the list, or leave it as All to include all customers.
- If you want to report on unpaid invoices starting from a different date to the one displayed, enter a new date in the As of Date field, using the standard date format.
- If you want to show the details of the invoices on the report, select the Show Invoice Detail option.
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce a Sales Reconciliation report |
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| To produce a Sales Reconciliation report- Go to the Sales reports section of the Reports page.
- Click Sales Reconciliation.
The Sales Reconciliation Report page appears in a new window, where you can customise and produce the report. - If you want your sales reconciliation to start from a different date to the one displayed, enter a new date in the Date field, using the standard date format.
You can also click the calendar icon ( ) to open the calendar, and select a date from here. - Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce a Customer Invoices report |
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| - Go to the Sales reports section of the Reports page.
- Click Customer Invoices.
The Customer Invoices page appears, where you can customise and produce the report. - Select a Customer from the list, or leave it as All to include all customers.
- Select a Sales Status from the list, or leave it as All to include all sales statuses.
- If you want to report on customer invoices within a certain invoice number range, enter the range in the Invoice No. From and To fields.
- If you want to report on customer invoices issued within a certain date range, enter the range in the Date Issued and To fields, using the standard date format.
- If you want your report to include a range of amounts, enter the range in the Amount From and To fields.
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce a Customer Payments report |
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| - Go to the Sales reports section of the Reports page.
- Click Customer Payments.
The Customer Payments Report page appears, where you can customise and produce the report. - Select a Customer from the list, or leave it as All to include all customers.
- If you want to report on customer payments within a certain date range, enter the range in the Payment Date From and To fields.
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce a Payment time by customer report |
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| - Go to the Sales reports section of the Reports page.
- Click Payment time by customer.
The Payment time by customer Report page appears, where you can customise and produce the report. - Select a Customer from the list, or leave it as All to include all customers.
- If you want to report on data for a range of dates, enter the range in the Date Issued and To fields.
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce a Sales Transactions report |
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| - Go to the Sales reports section of the Reports page.
- Click Transactions.
The Sales Transactions Report page appears, where you can customise and produce the report. - Select a Customer from the list, or leave it as All to include all customers.
- If you want to report on sales transactions within a certain date range, enter the range in the Date Issued and To fields.
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce a Sales by Customer report |
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| - Go to the Sales reports section of the Reports page.
- Click Sales by Customer.
The Sales By Customer Report page appears, where you can customise and produce the report. - Select a Customer from the list, or leave it as All to include all customers.
- Select a Sales Status from the list (or, to include all sales statuses, select All).
- If you want to report on customer sales within a certain date range, enter the range in the Date Issued and To fields.
- If you want to report on customer sales within a certain invoice number range, enter the range in the Invoice No. From and To fields.
- If you want your report to include a range of amounts, enter the range in the Amount From and To fields.
- Select any or all of the following options to display them on the report.
- Item Detail
- Subtotal by Invoice
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce a Sales by Item report |
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| - Go to the Sales reports section of the Reports page.
- Click Sales by Item.
The Sales By Item Report page appears, where you can customise and produce the report. - Select the Item from the list, or leave it as All to include all items.
- Select a Sales Status from the list, or leave it as All to include all sales statuses.
- If you want to report on item sales within a certain date range, enter the range in the Date Issued and To fields.
- If you want to report on item sales within a certain invoice number range, enter the range in the Invoice No. From and To fields.
- If you want your report to include a range of amounts, enter the range in the Amount From and To fields.
- Select any or all of the following options to display them on the report.
- Customer Detail
- Subtotal by Customer
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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title | To produce an Items report |
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| - Go to the Sales reports section of the Reports page.
- Click Items.
The Item List Report page appears, where you can customise and produce the report. - If you want to include inactive items on the report, select the Inactive Items option.
- Click Generate Report.
The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.
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