Sales by Date Sold Report

This report shows services sold by a Sales Rep, grouped by the date sold. Sales are included after the Services are completed. There are a few filters available in this report:


The columns on this report will vary slightly depending on the Services you offer. By default, all Services will be included unless the Service filter is applied. Additionally, you can also include Products regardless of whether or not they've been Invoiced. Tax is not included in any field.

The Date Sold is pulled from the Job and defaults to when the service was scheduled. This date can be reviewed in the Job settings and customized.

If completed under a contract, the scheduled Service will appear at the scheduled rate, not by the default contract service, and set monthly amounts.

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