Found in the Reports List, the Workshop Sales Analysis Report provides a list of all invoices and credit notes, in a table format, broken down into the following columns:
Invoice Number
Invoice Date
Customer Name
Labour (total dollar value for each invoice)
Parts (total dollar value for each invoice)
Outwork (total dollar value for each invoice)
Discount (total discount in dollars for each invoice)
Total (invoice total)
Margin % (percentage of sales margin of each invoice)
Filtering the Workshop Sales Analysis Report
You can apply optional filters to the report to limit the results displayed to meet your reporting requirements. Filters appear at the top of the report, beside the search box.
Filters available include:
Invoice Date
Today
Month to Date
From - To (where you can specify a date range).
Type
Credit Note
Invoice
Margin %
Define a Minimum and Maximum value to filter the report based on % margin