The Product & Service Sales Revenue report

Run the Product & Service Sales Revenue report for insights on your sales revenue and to see how your business is performing. It shows the item type, quantity or hours sold, net, cost, and profit amounts, plus profit percentage.

Before you begin

Profit uses the item's cost and sales price at the time you created the invoice or credit note. If you change prices later, the update only shows on new invoices. For accurate figures, keep your item cost and sales price up to date in Accounting.

Follow our article to set up price types for products and services.

Run the Product & Service Sales Revenue report

1. Go to Reports and select All reports.
2. Select Sales Revenue - Products & Services.
3. From the Period dropdown, choose a date range, or use a custom one.
4. Select the Type between Stock, Non-stock, Service or All.
5. Select Calculate to generate the report.
6. To download the report as CSV or PDF, select Export or Export Detailed. The detailed version shows a transactional breakdown of each product or service.

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