Reports: Detailed Sales By Date

  • Updated

This report displays sales made within a date range.
Utilize it to gather product and service sale information.

where-sm.pngWhere is it?

Start by navigating to Invoice-Icon.png Reports.

Under the Sales heading, select Detailed Sales By Date.


complete-sm.pngEnter in the details

Complete the Report Parameters in the available fields.


Click here for more about what each field represents.


Select a clinic or all clinics to filter results

Start/End Date
Enter the date range for the report

Sort Order
Select the preferred sorting order of the results



sample-sm.pngExcel Report Sample:

Click on the image to view a larger sample of the Excel output.


Columns & Calculations

Click here for more about what each field represents.
  • Invoice Date (Clinic and Date the invoice was created)
  • Practitioner/Invoice No.
    (Lists the Practitioner attached to the invoice as well 
    as the invoice number and quantity of items attached)
  • Client Name/Product No.
    (Lists the Patient Name and the invoiced product number)
  • Payor/Service:
    (Lists the payor(s) of the invoice - if not the patients themselves,
    as well as the product/service name attached to the invoice.)
  • Subtotal (PreTax Total of invoice)
  • Tax (Taxes applied - if applicable)
  • Total (Subtotal + Tax)
  • Amount Paid (Total amount paid towards the invoice)
  • Balance (Total - Amount Paid)


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