> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/sales-features/reports/sales-report.md).

# Sales Report

The Sales Report shows revenue and gross profit per invoice or approved order over a date range, with an optional previous-period comparison.

### ⚙️ How It Works

The report pulls one row per financial document - either an invoice or an approved sales order, depending on your selected order type.

Each row summarises selling, cost, GP, expenses, and markup for that order. This gives you a high-level view of revenue and profitability without needing to drill into individual product lines.

You can toggle on a previous period comparison. This shifts the same date range back by the same number of days, so you can see how the current period stacks up against the previous one.

### 🔍 Filters

* **Date range** - defaults to today through the end of the current month
* **Order type** - Invoiced or Approved
* **Previous period** - toggle on to show a comparison with the equivalent prior date range

### 📋 What You'll See

Key columns in the report:

* Project Number
* Document Number
* Customer
* Sales Rep
* Total Selling
* Total Cost
* GP and GP%
* Expenses
* Units

The report includes two GP figures:

* **Total GP** - the GP at the time the order was invoiced
* **Total Project GP** - the live, current GP based on today's values

This distinction is important when costs or pricing have changed since the original invoice.

### 💡 When to Use This Report

This report is useful for:

* Monthly revenue reviews
* Comparing sales performance across periods
* Identifying low-GP orders that need attention
* Tracking individual sales rep output
* Getting a quick overview of invoiced vs approved revenue

### ✅ Summary

* Shows one row per invoice or approved order with full financial breakdown
* Compare current and previous periods side-by-side
* Use Total GP for historical accuracy and Total Project GP for current margins
* Start here for a high-level view of sales performance before drilling into detail reports