Profit reports in Sage 50 Accounts

Profit by invoice

1. On the navigation bar click Invoices and credits then click Reports.
2. In the left pane click Invoice profit then click the report you want to use
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   Invoice Profit Report (Product Only) - Itemised	For each product invoice or credit, this report lists each product and shows: Quantity. Net sales amount. Cost based on the average cost price. Profit margin.
   Invoice Profit Report (Product Only) - Summary	This report shows a single line for each product invoice or credit and shows: Net sales amount. Cost based on the average cost price. Profit margin.
   Profit report by Customer - Itemised	This report groups by customer. It then shows each product invoice or credit and details each product, showing: Quantity sold. Net sales. Cost based on the average cost price. Profit margin.
   Profit report by Customer - Summary	This report groups by customer and then shows a single line per product invoice or credit, detailing: Net sales. Cost based on the average cost price. Profit margin.

3. Click Preview, enter any required criteria, then click OK.

Profit by customer

1. On the navigation bar click Invoices and Credits then click Reports.
2. In the left pane click Invoice profit then click the report you want to use
   View reports

    

   Product profit by Customer - Itemised	This report groups by customer, then for each product sold it shows: Quantity sold. Net sales. Cost based on the average cost price. Profit margin.
   Product profit by Customer - Summary	This report shows a single line per customer, detailing: Net sales. Cost based on the average cost price. Profit margin.

3. Click Preview, enter any required criteria, then click OK.
   
   

Profit by product

1. On the navigation bar click Products and services then click Reports.
2. In the left pane click Product profit then click the report you want to use
   View reports

    

   Product Period Profit (by Transaction)	This report shows one line per product and shows: Quantity sold. Total sales. Total cost. Total profit.
   Product Profit Report Breakdown	For each product, this report lists product sales and goods returned transactions and shows: Quantity sold. Sales value. Cost of sales. Profit. Profit percentage - This is the profit as a percentage of sales.
   Product Profit	This report is run for financial periods rather than by a date range. It shows one line per product and shows: Quantity sold. Total sales. Total cost. Total profit. Profit percentage - This is the profit as a percentage of the cost. This report is run for financial periods rather than by a date range.

    

3. Click Preview, enter any required criteria, then click OK.

Profit by product category

The Stock Period Profit Totals By Category report shows profit values grouped by the product category. For each product sold it shows:

• Quantity sold.
• Total sales.
• Total cost.
• Total profit.
• Profit margin - This is the profit as a percentage of sales.

This report is run for whole months rather than by a date range.

To run the report:

1. On the navigation bar click Products and services then click Reports.
2. In the left pane click Product profit then click Stock Period Profit Totals By Category.
3. Click Preview, enter any required criteria, then click OK.

Profit by project

The Profit Report by Customer and Project - Excluding Committed Costs report groups projects together by the customer account and shows the cost and net billed to date for each project, plus the profit based on net billed minus costs.

1. On the navigation bar click Projects then click Reports.
2. In the left pane click Project profit then click Profit Report by Customer and Project - Excluding Committed Costs.
3. Click Preview, enter any required criteria, then click OK.
4. Click Preview, enter any required criteria, then click OK.