The Sales Reports menu opens sales, customer, receivables, and invoice reports from the Sales dashboard.
What this screen is for
Use Reports when you need to review Sales activity, customer address data, receivables, payment receipts, or invoice line history.
Reports are review tools. Running, refreshing, printing, copying, or exporting a report does not create orders, invoices, payments, shipments, customer records, inventory movement, or accounting entries.
Screen path
Dashboard > Sales > Reports
Report groups
The Sales Reports menu is grouped into four sections.
| Group | Report | Use it for |
|---|---|---|
Sales & Orders |
Sales Analysis Report | Shipped and invoiced sales with product line, cost, gross profit, and margin. |
Sales & Orders |
Sales Analysis Detail Report | Shipment, invoice, customer, address, part, quantity, and revenue detail. |
Sales & Orders |
Open Orders by Part Number | Open inventory demand by part and open order line. |
Customers |
Customer Address Lookup | Search customer address data interactively. |
Customers |
Customer Addresses Report | Review all saved customer billing and shipping addresses. |
Customers |
Customer Lifetime Value | Rank customers by invoice revenue, invoice count, average order value, frequency, and lifespan. |
Customers |
Customer Statement | Generate a statement for one customer with transactions, aging, open items, export, and PDF. |
Receivables |
Overdue Invoices Report | Review invoices past due with open or partially paid status. |
Receivables |
AR Aging Report | Review open receivables by customer and age bucket, net of payments, discounts, returns, and available credit. |
Receivables |
Daily Cash Receipts Report | Review payments received on one selected day. |
Invoices |
Invoice Report | Export invoice line items by customer for a selected invoice-date range. |
Choosing the right report
| Need | Best report |
|---|---|
| Margin by product line for shipped goods | Sales Analysis Report |
| Detailed shipped revenue by part/customer/address | Sales Analysis Detail Report |
| Open customer demand by inventory part | Open Orders by Part Number |
| Search for a customer address or phone number | Customer Address Lookup |
| Audit customer address records in a list | Customer Addresses Report |
| Compare customer revenue and buying patterns | Customer Lifetime Value |
| Send or review one customer's account activity | Customer Statement |
| Find invoices past due by due date | Overdue Invoices Report |
| Review net receivables by aging bucket | AR Aging Report |
| Reconcile one day's payment receipts | Daily Cash Receipts Report |
| Export invoice lines for a date range | Invoice Report |
What happens behind the scenes
Opening Sales Reports only opens a menu. No records are changed.
Each report reads current PAX data from its related workflow area:
| Report area | Main source data |
|---|---|
| Sales analysis | Shipments, shipment lines, invoice lines, inventory, and lot cost data. |
| Open orders | Open and partially shipped Sales Order inventory lines. |
| Customer address reports | Customer and customer-address records. |
| Customer lifetime value | Customer invoice totals and invoice dates. |
| Customer statement | Invoices, payments, returns, discounts, credits, refund checks, and aging data for one customer. |
| Receivables reports | Open invoices, payments, discounts, returns, due dates, and customer credit. |
| Invoice report | Invoice headers, invoice lines, billing address, inventory descriptions, and shipping charges. |
Report exports and PDFs are generated from the data shown by the report. They do not post accounting, update invoices, update payments, or change customer records.
Troubleshooting
A report shows no data
Likely cause: The date range, selected part, selected customer, or filter does not match available records.
Safe fix: Clear filters when available, widen the date range, or use an exact customer code, invoice number, or part number.
Contact support if: You can find the underlying record in PAX but the report still excludes it.
A report total differs from another report
Likely cause: Reports use different date fields and data sources. For example, Sales Analysis uses shipment date, while Invoice Report uses invoice date.
Safe fix: Confirm the report purpose and date basis before comparing totals.
Contact support if: Two reports should be using the same source data and filters but still disagree.
Copy, export, or print fails
Likely cause: The browser blocked clipboard, download, or print behavior, or the report data did not finish loading.
Safe fix: Run the report again, then retry the action. Allow browser downloads or clipboard access if prompted.
Contact support if: Export or PDF generation fails repeatedly.