Sales & Profit Summary

Sales & Profit Summary

Navigation:

Side Panel → Reports → Sales & Profit Summary


The Sales & Profit Summary report provides a detailed breakdown of revenue, tax, discounts, costs, and profit at the invoice level. It allows you to evaluate individual repair orders and understand exactly how each job contributes to overall profitability.


This report is commonly used by shop owners, managers, and accountants to analyze revenue trends, monitor margins, and validate financial performance over a selected time period.




Overview of the Sales & Profit Summary

At the top of the report, you’ll find filtering options that allow you to control the data displayed.

1. Time Filter

Options include:

  • All Time

  • Today

  • Last Week

  • Last Month


You can also define a custom Start Date – End Date range.


This allows you to review sales and profitability performance daily, weekly, monthly, or across any custom reporting period.

2. Invoice Type Filter

Options:

  • All

  • Repair Order

  • Quick Checkout

Use this filter to isolate specific billing workflows if needed.

3. Customer Filter

Select a specific customer to analyze revenue and profitability tied to that account.

Understanding the Report Table

The main table displays invoice-level financial data.

1. Default (Mandatory) Columns:

  • Invoice Id

  • RO/QCO

  • Type

  • Customer

  • Date

  • Gross Revenue

  • Total Tax

  • Discount

  • Net Revenue


These columns are required and remain selected by default.

2. Summary Totals (Bottom Row)

At the bottom of the report, you’ll see aggregated totals for:

  • Gross Revenue

  • Tax

  • Discount

  • Net Revenue


This gives you a quick financial snapshot for the selected time period.

Customizing Columns

Click Select Columns at the top right to modify the data displayed.


Mandatory columns (marked with **) remain selected by default.



Additional selectable columns include:

  • CC

  • Parts & Supplies Qty

  • Parts & Supplies Cost

  • Parts & Supplies Retail

  • Labor Hrs

  • Labor Cost

  • Labor Retail

  • Misc. Qty

  • Misc. Retail

  • Fee Tax

  • Total COGS

  • Part Profit

  • Labor Profit

  • Misc. Profit

  • Total Profit

  • Total Profit %


You can enable or disable optional columns depending on your reporting needs.


This allows deeper margin analysis across:

  • Parts profitability

  • Labor margins

  • Miscellaneous revenue streams

  • Total cost of goods sold

Exporting & Sharing the Sales & Profit Summary


Click Export or Share in the top-right corner of the report.


Both options use the same column configuration and settings.



Select Columns

In the settings panel, click Select Columns to control which data fields appear in the exported or shared report.


You’ll see:

Mandatory Columns (Always Included)

  • Invoice Id

  • RO/QCO

  • Invoice Type


These cannot be removed.


Optional Columns

  • Customer

  • CC

  • Date

  • Parts & Supplies Qty

  • Parts & Supplies Retail

  • Labor Hrs

  • Labor Cost

  • Labor Retail

  • Misc. Qty

  • Misc. Retail

  • Gross Revenue

  • Fee Tax

  • Tax

  • Discount

  • Net Revenue

  • COGS

  • Part Profit

  • Labor Profit

  • Misc. Profit

  • Profit

  • Total Profit %


You can enable or disable optional fields based on your reporting needs. The dropdown will also display the total number of selected columns.


Once done, click Export.


In addition to column selection, the Share panel includes an additional Email field.




Enter one or multiple email addresses, then click the Share button to send the report.

FAQs

Will Export and Share include the same data?

Yes. Both options use the same selected date range, applied filters, and column configuration. The difference is only how the report is delivered, a downloaded file vs an emailed copy.
Can I remove mandatory columns?

No. Invoice Id, RO/QCO, Invoice Type, Customer, and Date are required fields and cannot be deselected to maintain invoice traceability in the report.
Does the exported or shared report reflect live data?

Yes. The report reflects real-time invoice data based on the filters and date range selected at the moment you export or share it.
How is profit calculated in the Sales & Profit Summary report?

Profit is calculated by subtracting the total cost of goods sold (COGS), including parts, labor, and miscellaneous costs, from the net revenue of each invoice.
What is the difference between Gross Revenue and Net Revenue?

Gross Revenue represents the total invoice value before deductions, while Net Revenue reflects the final amount after discounts and adjustments have been applied.

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