# 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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.ordereazi.com/sales-features/reports/sales-report.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.