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MYOB Essentials' sales reports are listed in the Sales reports section of the Reports page (Reports menu > All reports). The reports and their functions are listed below.

• Unpaid Invoicesinvoices—displays the payments due from each customer, within a range of dates by which they are overdue.
• Sales Reconciliationreconciliation—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 Invoicesinvoices—displays a list of invoices for a certain period and shows the amount, amount due and status for each.
• Customer Paymentspayments—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 Transactionstransactions—displays a list of sales transactions for each customer along with totals.
• Sales by Customercustomer—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 Itemitem—displays sales data for each of your items.
• Items—lists details of your items.

Producing sales reports

To run an Unpaid Invoices report

1. From the Reports menu, choose All reports to open the Reports page.
2. In the Sales reports section, click the Unpaid invoices report. The Unpaid invoices report page appears, where you can customise and produce the report.
3. Select a Customer from the list, or leave it as All to include all customers.
4. 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

1. date field, using the standard date format.

1. Click Generate

1. report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run a Sales Reconciliation report

1. Go to the Sales reports section of the Reports page.
2. Click Sales Reconciliation.
   The Sales Reconciliation Report page appears in a new window, where you can customise and produce the report.
3. 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 ( Image Modified ) to open the calendar, and select a date from here.
4. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run a Customer Invoices report

1. Go to the Sales reports section of the Reports page.
2. Click Customer Invoices.
   The Customer Invoices page appears, where you can customise and produce the report.
3. Select a Customer from the list, or leave it as All to include all customers.
4. Select a Sales Status from the list, or leave it as All to include all sales statuses.
5. 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.
6. 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.
7. If you want your report to include a range of amounts, enter the range in the Amount From and To fields.
8. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run a Customer Payments report

1. Go to the Sales reports section of the Reports page.
2. Click Customer Payments.
   The Customer Payments Report page appears, where you can customise and produce the report.
3. Select a Customer from the list, or leave it as All to include all customers.
4. If you want to report on customer payments within a certain date range, enter the range in the Payment Date From and To fields.
5. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run a Payment Time By Customer report

1. Go to the Sales reports section of the Reports page.
2. Click Payment time by customer.
   The Payment time by customer Report page appears, where you can customise and produce the report.
3. Select a Customer from the list, or leave it as All to include all customers.
4. If you want to report on data for a range of dates, enter the range in the Date Issued and To fields.
5. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run a Sales Transactions report

1. Go to the Sales reports section of the Reports page.
2. Click Transactions.
   The Sales Transactions Report page appears, where you can customise and produce the report.
3. Select a Customer from the list, or leave it as All to include all customers.
4. If you want to report on sales transactions within a certain date range, enter the range in the Date Issued and To fields.
5. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run a Sales by Customer report

1. Go to the Sales reports section of the Reports page.
2. Click Sales by Customer.
   The Sales By Customer Report page appears, where you can customise and produce the report.
3. Select a Customer from the list, or leave it as All to include all customers.
4. Select a Sales Status from the list (or, to include all sales statuses, select All).
5. If you want to report on customer sales within a certain date range, enter the range in the Date Issued and To fields.
6. 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.
7. If you want your report to include a range of amounts, enter the range in the Amount From and To fields.
8. Select any or all of the following options to display them on the report.
   • Item Detail
   • Subtotal by Invoice
9. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run a Sales by Item report

1. Go to the Sales reports section of the Reports page.
2. Click Sales by Item.
   The Sales By Item Report page appears, where you can customise and produce the report.
3. Select the Item from the list, or leave it as All to include all items.
4. Select a Sales Status from the list, or leave it as All to include all sales statuses.
5. If you want to report on item sales within a certain date range, enter the range in the Date Issued and To fields.
6. 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.
7. If you want your report to include a range of amounts, enter the range in the Amount From and To fields.
8. Select any or all of the following options to display them on the report.
   • Customer Detail
   • Subtotal by Customer
9. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.

To run an Items report

1. Go to the Sales reports section of the Reports page.
2. Click Items.
   The Item List Report page appears, where you can customise and produce the report.
3. If you want to include inactive items on the report, select the Inactive Items option.
4. Click Generate Report.
   The report appears as a PDF in an Adobe Reader window, ready for you to review, save or print.