Sales report

The sales report shows your revenue, the cost of goods sold and the gross margin for any period. You can break it down by period (day, week, month), by product or by customer, and compare it against the previous period or the previous year to spot trends.

Reading time: ~7 min

When to use this

• You want to know how much you sold in the month or in a specific period.
• You need to calculate your gross margin for a product line or a particular customer.
• You are preparing an executive report on commercial performance.
• You noticed a change in revenue and want to know whether it comes from a specific product, customer or period.

Before you start

• You need the reports:read permission.
• The cost of goods (COGS) is calculated using the historical cost at the time of the sale. If a product has no cost configured, its COGS appears as zero in the report - review the product configuration under Catalog → Products.
• Downloading the report as CSV or PDF consumes one export from your monthly quota. See Usage limits.

The three dimensions of the sales report

By period

Shows revenue, COGS and gross margin grouped by time interval. You can choose:

• Daily - one row per day within the selected range.
• Weekly - one row per week (Monday to Sunday).
• Monthly - one row per month.

Useful for spotting sales peaks and troughs, comparing seasonality or reviewing the performance of specific campaigns.

By product

Shows revenue, COGS, gross margin and units sold grouped by product. Within the selected date range, each row represents a distinct product.

Useful for identifying which products generate the most revenue, which have the best margin and which are underperforming.

By customer

Shows revenue, COGS, gross margin and number of invoices grouped by customer. Each row represents a customer that had at least one invoice in the period.

Useful for identifying the customers who buy the most, analyzing revenue concentration and preparing volume negotiations.

Metric definitions

Revenue

Sum of the total of the invoiced lines (price × quantity − line discount) across all invoices posted in the period. It does not include taxes (ITBIS, ISC or others) - taxes are shown separately if you break down the detail.

COGS (cost of goods sold)

Sum of the historical cost of each unit sold, calculated at the moment the sale was made. Mosce ERP uses the product's weighted average cost at the instant of the sale - if the cost changed afterward, the report still shows the cost at that original moment.

If a product has zero cost, its COGS is zero and the gross margin equals the revenue. Review the product configuration if that does not reflect your reality.

Gross margin

Gross margin = Revenue − COGS
Gross margin % = (Gross margin ÷ Revenue) × 100

The report shows both: the absolute amount and the percentage.

Period comparison

The report can show an additional comparison column. The options are:

• Previous period - the same range of days but immediately before (if you query April, it compares against March).
• Previous year - the same range of days from last year (if you query April 2026, it compares against April 2025).

The variance column shows the delta in amount and in percentage. A positive value indicates growth; a negative value indicates a decline.

Which invoice statuses are included

The sales report uses accrual basis: it includes all invoices recognized as revenue in the period, regardless of whether the customer has already paid. The statuses included are:

The recognition date criterion is the invoice issue date, not the payment date.

Common errors

Frequently asked questions

Does the report include sales orders that have not yet been invoiced?

No. Only issued invoices are counted. Orders pending invoicing do not appear in the sales report.

Can I see the line-by-line detail of each invoice?

The report shows totals grouped by the selected dimension (period, product or customer). To see the detail of a specific invoice, go to Sales → Invoices and open the invoice directly.

Do credit notes reduce the report's revenue?

Yes. If a credit note reduces the value of an invoice that is already in the period, the period's revenue reflects the net (original invoice minus the credit note). The invoice status changes to "Credited" and is included at the net amount.

Can I export the data to take it into a spreadsheet?

Yes. The Download CSV button generates a file with all the rows of the current report. Remember that each download consumes one export from your monthly quota.

Related

• Purchases report
• Rankings - top products and top customers
• Reports - introduction
• Income statement
• Usage limits by plan

Last updated: 2026-05-09