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How to View the Sales Report

Filter your sales by date range, customer, and payment status to see exactly what sold.

The Sales Report shows every sale you've made, with filters to narrow down exactly what you're looking for.

  1. Open Reports. Click Reports in the top menu, then Sales Report.
  2. Set a date range. Choose a Start Date and End Date to see sales within that window.
  3. Filter by Customer (optional). Narrow results down to one specific customer if you're checking their purchase history.
  4. Filter by Payment Status (optional). Show only Paid, Partially Paid, or Unpaid sales.
  5. Review or export. The filtered results appear in a table you can review on screen or export for your records.
Last updated Oct 18, 2026 · 11 views

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