---
title: "Sales reports"
slug: "salesreports"
updated: 2025-10-02T13:22:53Z
published: 2025-10-02T13:22:53Z
canonical: "help.elorus.com/salesreports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.elorus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales reports

Every time you issue **Invoices** or **Credit notes**, Elorus automatically records the activity and displays it in the **Sales Reports**.

Elorus provides three types of sales reports:

- Sales detail
- Sales by client
- Sales by tracking category

To access these reports, go to the main menu and click **Reports > All reports**.

For more details on managing reports, visit the [related article](/int/docs/about-reports-dashboards).

## Sales detail

The **Sales detail** report provides a table with full information on all *Invoices* and *Credit notes* issued during the selected period.

          
          

For quick access, go to **Reports > Detailed sales**.

You can set **Period** and apply **Filters**.

Below is an example:

![Sales detail report - Period and filters example](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/reports-sales--detail-unpaid-int.png)

## Sales by client

This report shows your sales data grouped by client. By clicking on a client’s name, you can see additional details such as:

- Number of transactions
- Net and final amounts
- Client contact information

To refine results, you can set a specific **Period**, apply **Filters**, and customize the *Columns* through the **Options** menu.

![Sales by client report – Example showing top clients by total sales value](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/sales-by-client-report-int%281%29.png)

## Sales by tracking category

This report shows your sales data based on the categories you have created.

For example, if you have created a category called **Sales by region** with options such as *North*, *South*, *West* etc., the report will break down total sales per region for the selected period.

![Sales by tracking category - Example](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/sales-by-tracking-category-example-1-int.png)

You can set a **Period**, apply **Filters**, and customize the *Columns* through **Options**.

As with other reports, you can click on any result row to drill down into the Sales detail report, where you’ll find the full list of transactions for that category.

If multiple categories are applied to sales, you can switch between them using the report tabs.

![Sales by category report – Category tabs example](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/reports-sales-by-tracking-category-tabs-int.png)

          Important note

          

**Void documents** (both invoices and credit notes) and **those in *Draft* status are not included** in sales reports.

## Related

- [About Reports & Dashboards](/about-reports-dashboards.md)
- [About Invoices](/about-invoices.md)
- [About Credit notes](/about-credit-notes.md)
- [Accounting reports](/accounting-reports.md)