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Filters and options in the Sales Summary report
Reference guide to all filters and display settings for customizing the Sales Summary report.
11 يوليو 2026
| Filter / Option | Description | Example |
|---|---|---|
| Group By | Choose how to summarize data: Customer, Product, Date (day/week/month), Salesperson, or Warehouse. | "Customer" or "Product" |
| Date Range | Filter by invoice creation or posting date. Use "From" and "To" date fields. | From: 2026-01-01, To: 2026-06-30 |
| Customer | Show sales to a specific customer only. Leave blank for all customers. | "ABC Trading Co." |
| Product / Item | Filter by a single product or category. Leave blank to include all. | "Widget A" or "Electronics" |
| Invoice Status | Filter by state: Posted, Draft, Cancelled, or All. | Posted (shows only finalized invoices) |
| Currency | In multi-currency setups, show totals in a specific currency. | "AFN" or "USD" |
| Minimum Revenue | Show only groups with revenue above a threshold (optional). | 5,000 (hide groups with less than $5,000 revenue) |
| Sort By | Reorder rows by: Revenue (highest first), Quantity, Average Price, Customer/Product Name. | "Revenue (descending)" |
| Rows Per Page | Set how many rows display per screen (10, 25, 50, 100). | 50 rows |
| Export Format | Choose how to save: Excel, CSV, or PDF. | Excel (.xlsx) |
Useful filter combinations
| Goal | Filters to use |
|---|---|
| Top 10 customers by revenue (this year) | Group By: Customer, Date Range: Jan 1 - Dec 31, Sort: Revenue (highest first) |
| Best-selling products (last month) | Group By: Product, Date Range: [last month], Sort: Quantity (highest first) |
| Daily sales trend (show each day) | Group By: Date (daily), Date Range: [desired period], Sort: Date (newest first) |
| Sales to a specific customer this quarter | Customer: [name], Group By: Product, Date Range: [quarter dates] |
| Products above $10,000 in revenue | Group By: Product, Minimum Revenue: 10,000, Sort: Revenue (highest first) |
Notes
- Empty results? Check your date range and verify invoices are posted (not draft).
- Group by Date: Choosing "month" will combine all sales in each month into one row; "day" shows each day separately.
- Multi-currency: Totals are shown in the document currency. If you have sales in multiple currencies, consider filtering by currency or converting after export.
- Rounding: Display amounts are rounded for readability; system uses full precision for accounting.
- Minimum Revenue: Use this filter to hide low-volume groups and focus on significant sales.
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