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Sales, expense and profit breakdowns

Breakdown reports answer questions like "Who are my biggest customers?" or "Where is my money going?"

Open Reports → All Reports and choose a report under Sales, Expenses, Profit or Cash / Tax / Inventory.

Sales by customer

Shows each customer's number of sales (Count), Sales, Discount, Tax and Total for the period.

Sales by customer

Other breakdowns

  • Sales by item, employee, branch, department or project.

  • Expenses by vendor, account, employee, branch, department or project.

  • Profit by customer and Profit by project: which customers and projects actually make you money.

  • Customer cash flow: money actually received from each customer.

  • Sales tax, Purchase tax, Withholding tax and Tax summary.

  • Inventory valuation, Cost of goods by item and Inventory purchases.

💡 Branch, department and project reports only show data if you tag transactions with them. Use the Classification section when you create invoices, bills and expenses.

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