Before you start — To ensure accurate profit calculationsFor an accurate sales revenue report, it's important to have the correct item cost and sales prices set up in Accounting. Profit calculates based on an item's cost and sales price at the time you created the invoice or credit note. If you change your prices after creating a customer invoice, you won't see the change in the profit calculations. These won't change until you create your next invoice. Learn how to enter cost and sales prices for your items >
Run the report- From Reports, select Sales Revenue – Products & Services.
- Create a period date range by selecting one of the period options from the drop-down. Or use Custom to enter From and To dates.
- You can also filter the report by Type or Category of stock. Learn how to set up categories.
- Select Calculate to see the report on the screen.
- To export the report select either Export or Export Detailed and then select CSV or PDF format. The report is ready when a notification displays on the main navigation bar, to the left of Profile. Select the notification bell to open the report.

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