The Sales Analysis Detail Report shows shipped sales line detail by shipment date, invoice, customer, address, part, quantity, unit price, and revenue.
What this report is for
Use Sales Analysis Detail Report when you need line-level shipped sales detail for selected inventory parts.
This report is more detailed than Sales Analysis Report. It includes customer PO, billing city/state, ship-to location/state, unit price, unit of measure, and revenue.
Screen path
Dashboard > Sales > Reports > Sales Analysis Detail Report
Filters and actions
| Control | What it does |
|---|---|
Start Date |
Beginning shipment date. Defaults to the first day of the current month. |
End Date |
Ending shipment date. Defaults to the last day of the current month. |
Select Parts... |
Opens the part selector. |
| Part search | Searches active parts by part number or description. |
Select All Parts |
Includes all active inventory parts in the report. |
Run Report |
Loads the report for the selected dates and parts. |
Copy for Excel |
Copies tab-delimited report data to the clipboard after the report has loaded. |
You must select at least one part or choose Select All Parts.
Report columns
| Column | What it shows |
|---|---|
Year |
Year from shipment date. |
Ship Date |
Shipment date. |
Inv. No. |
Invoice number. |
SO No. |
Sales Order number. |
PO Number |
Customer PO. |
Cust ID |
Customer code. |
End Customer Name |
Customer name. |
Billing City |
Billing address city. |
Bill. ST |
Billing address state. |
Ship-to Location |
Ship-to address name. |
Ship ST |
Ship-to address state. |
Part Number |
Inventory part number. |
Part Description |
Invoice line description or inventory description. |
Qty |
Invoice line quantity. |
Per |
Unit of measure from inventory. |
Unit Price |
Invoice line unit price. |
Revenue |
Invoice line amount. |
The footer shows total quantity and total revenue.
What happens behind the scenes
PAX loads active inventory parts for the selector, then reads invoice lines joined to invoices, customers, billing address, Sales Order ship-to address, shipments, and inventory.
The report includes rows where:
- Shipment date is in the selected range.
- Invoice status is not
Void. - The invoice line is tied to a shipment.
- The part is in the selected part list, unless
Select All Partsis used.
Running or copying this report does not update orders, shipments, invoices, addresses, inventory, or accounting.
Troubleshooting
The report says to select a part
Likely cause: No part was selected and Select All Parts is not active.
Safe fix: Select one or more parts, or choose Select All Parts.
Contact support if: Selected parts disappear from the selector.
A part is missing from the selector
Likely cause: The selector loads active inventory parts only.
Safe fix: Confirm the part number and active status in inventory.
Contact support if: An active part does not appear.
A shipped sale is missing
Likely cause: The shipment date, part selection, or invoice status does not match the report filters.
Safe fix: Confirm shipment date, part number, and invoice status.
Contact support if: The shipment and invoice line look correct but the row still does not appear.