MYOB's sales reports help you keep track of your sales information, including what you've sold and who you've sold to. You can access the sales reports via the Reporting menu > Reports > Sales reports. 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 due.
- Customer sales —displays a list of invoices for a certain period and shows the amount, amount due and status for each.
- Customer sales (detail)—displays a detailed list of sales transactions, organised by customer.
- Customer transactions—displays a detailed list of sales transactions, organised by customer.
- Deposit transactions (orders)—AccountRight browser users only—displays a list of sales orders and purchase orders for which a deposit payment has been made.
- Item sales—displays sales data for each of your items.
- Items—displays a list of all the items you sell, along with price and the relevant account.
All of these reports are available in the Sales reports section of the Reports page (Go to Reporting > Reports tab > Sales reports). Image Added UI Text Box |
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| Available reports are based on your plan If there's a report listed here that you need, go to My Account to upgrade your plan (click your business name > My Account > Manage my product). |
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title | To run an unpaid invoices report |
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| To run an unpaid invoices report- Go to the Reporting menu and choose Reports.
- Click to open the Unpaid invoices report. The Unpaid Invoices report appears, where you can customise and produce the report.
- Choose:
- the Period you want the report to cover (you can also change the As at date to narrow the report period)
- the Ageing method to display invoice ageing based on either the date the invoice was issued or the days invoices are overdue (based on invoice terms)
- a Customer from the list, or leave it as All to include all customers.
If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
ExportingYou can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report. | UI Expand |
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title | To run a customer sales report |
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| To run a customer sales report- Go to the Reporting menu menu and choose Reports.
- Click to open the Customer sales report. The Customer sales report appears, where you can customise and produce the report.
- Choose:
- the Period you want the report to cover (you can also change the From and to date range to narrow the report period)
- the Sale status, such as whether to show only open invoices
- a Customer from the list, or leave it as All to include all customers
- any Employees to show salespersons associated with sales.
- If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
ExportingYou can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report. |
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title | To run a customer sales (detail) report |
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| To run a customer sales (detail) report- Go to the Reporting menu and choose Reports.
- Click to open the Customer sales (detail) report. The Customer sales report page appears, where you can customise and produce the report.
- Choose:
- the Period you want the report to cover (you can also change the From and to date range to narrow the report period)
- the Sale status, such as whether to show only open invoices
- a Customer from the list, or leave it as All to include all customers
- any Employees to show salespersons associated with sales.
- If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
ExportingYou can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report. |
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title | To run a deposit transactions (orders) report |
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| To run a deposit transactions (orders) reportThis report is currently only available if you're accessing AccountRight in a web browser. - Go to the Reporting menu and choose Reports.
- Click to open the Deposit transactions (orders) report. The Deposit transactions (orders) report appears, where you can customise and produce the report.
- Choose the Period you want the report to cover (you can also change the From and to date range to narrow the report period).
- If you want to customise the report further, click Report options or Customise for filtering and sorting options. For general information about customising reports, see Customising reports.
ExportingYou can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report. |
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title | To run an item sales report |
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| To run an item sales report- Go to the Reporting menu and choose Reports.
- Click to open the Items sales report. The Item sales report appears, where you can customise and produce the report.
- Choose the Period you want the report to cover (you can also change the From and to date range to narrow the report period).
- Choose other filtering options, such as:
- the Sale status, such as whether to show only open invoices
- any Employees to show salespersons associated with sales
- details of Transactions, such as transaction numbers or amounts
- a customer from the Customers list, or leave it as All to include all customers
- any or all of your Items.
- the Sales tab.
- Click a report to run it.
- Choose your report filters and Report options across the top—these might vary depending on the report you're running.
As you change these filters, the report will update automatically. If you want to customise the report further, click Report options or Customise for more filtering and sorting options. For general information about customising reports, see Customising reports.
ExportingYou can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report. | UI Expand |
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title | To run an items report |
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| To run an items report- Go to the Reporting menu and choose Reports.
- Click to open the Items report. The Items report 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.
- If you want to customise the report further, click Report options or Customise for more filtering and sorting options
for example to select and reorder columns, click Customise. For general information about customising reports, see Customising reports.
ExportingYou can export the report as an Excel spreadsheet or PDF by clicking Export. For PDFs, you can also choose which style template you want to use. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report. |
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