View Item Sales Profit Report – Staff

Steps to View the Report

• Click on the “Reports” menu.
• Click “Sales Reports.”
• From the “Sales Reports” page, select “Item Sales Profit – Employee.”
• Before displaying the report, you can apply several filters:
  • Date Range: Select the time period for which you want to analyze profits.
    • Last Month: Displays data for the last 30 days.
    • Last Year: Displays data for the past 12 months.
    • Custom: Click this option, then manually select the start and end dates in the adjacent fields.
  • Product: Select one or more products to display profits for those products only. You can search by product name or code. If no product is selected, the system displays the report for all products. If no products match the search term, the message appears: “No products found.”
  • Item Group: Filter results to include only items belonging to a specific item group. You can search by name or code. If no group is selected, the system displays the report for all item groups.
  • Category: Filter results by item category. If no category is selected, the report includes all categories.
  • Brand: Filter results by item brand. If no brand is selected, the report includes all brands.
  • Employee: Select one or more employees to view item profits related to invoices they created. You can search by name, code, email, department, or branch. If no employee is selected, the report includes all employees.
  • Branch: Select a specific branch to display profits for its sales only. If no branch is selected, the report includes all branches.
• After adjusting the filters, click “Search”, or click “Clear Filter” to restore the default settings.
• You can change how the report data is grouped by clicking the Group By button located above the table. Available grouping options are: Products, Client, Employee, Salesperson.
• You can click any column header to sort the results ascending or descending.
• You can print the report by clicking “Print”, or export it through “Export Options” to: CSV, Excel, or PDF.

Report Columns

The table displays profit data using a two-level header — the first row shows the main groups and the second row shows the detailed columns under each group. The columns are organized as follows:

Employee: The name of the employee who created the sales invoices and refunds, with a link to view their details in the system.

Sales: Displays the sales made during the selected period, including:

• Quantity: Number of units sold with the unit of measurement (e.g., kg, piece).
• Value: Total sales value.

Refunds: Displays returned items, including:

• Quantity: Number of returned units.
• Value: Total value of refunds.

Net Sales: Sales after deducting refunds, including:

• Quantity: Net quantity (sold minus returned).
• Value: Net sales value.

Total Cost: The total cost of the sold item units. This value may appear negative if a cost price has not been defined for the item.

Profit: The difference between Net Sales and Total Cost, including:

• Value: Profit amount.
• Percentage: The percentage of units that generated profit out of the total quantities sold.

Profit Percentage: Analyzes the profit margin from two perspectives:

• To Sales: Profit as a percentage of the total sales value (net profit margin).
• To Cost: Profit as a percentage of the total cost (return on cost).

At the bottom of the table, a Total row appears summarizing the data for all employees across the entire selected period.