This article will walk you through the process of understanding and generating the Products & Expenses report.

Understanding the products & expenses report

Summary

This section of the report displays a summary of products and expenses purchased within the time period selected.

• Total sales: Displays the amount of total sales.
• Total items: Displays the amount of total items.
• Total amount: Displays the total amount spent. 

Sales by date

This section displays a breakdown of products and expenses purchased by date.

Categories sales

This section displays a breakdown of products and expenses purchased by category type.

Sales amount by technician

This section displays a breakdown of products and expenses purchased by technicians.

Note: Hover over a technician portion within the chart to view their exact amounts.

Sales amount by categories

This section displays a breakdown of products and expenses purchased by category.

Note: Hover over a categories portion within the chart to view the exact amounts.

Sales

This section displays a breakdown of products and expenses based on associated tickets.

• Product/ Expense: The products or expenses icon displays and indicates the item type.
• Ticket ID: The ticket ID associates with the product/ expense.
• Customer name: The customer name associated with the product/ expense.
• Contract name: The contract name associated with the product/ expense.
• Technician name: The technician name associated with the product/ expense.
• Title: The title of the ticket.
• Description: The description of the product/ expense.
• Category: The category of the product/ expense.
• Quantity: The quantity of the product/ expense.
• Price: The price of the product/ expense.
• Discount: The discount of the product/ expense.
• Total: The price of the product/ expense.
• Attachment: Attachments included in the product/ expense.

Generate a products & expenses report

1. From Reports (on the side panel) go to Classic reports, then click Products & expenses report.

The Products and expenses report page appears.

2. Select the report parameters.

• Type: Select Products or Expenses.
• Time Period: Choose your time period from the options provided or set your own custom range. Then click Apply.
  Note: Last X Days refers to the previous X days while the Last X Months refers to the previous X calendar months. For example, if you select Last 60 Days on June 15th, the period will be April 17 - June 15. If you select Last Two Months on June 15th, the period will be April 1 - May 31.
• Technician Name(s): Select one or more technicians.
• Customer Name(s): Select one or more customers.
• Contract Name(s): Select products & expenses filed under specific contracts.
• Include Amounts: Check Display sales amounts to include sales amounts by technicians and categories.

3. Click Generate.

The Products and Expenses report appears.

Export products & expenses report

Click Export, in the upper-right corner of the report, and select Excel or PDF.

Schedule a products & expenses report

To schedule the report, check out our article Schedule a Report.