The Sales Analysis Report shows shipped and invoiced sales with cost, gross profit, and gross profit percentage by product line.
What this report is for
Use Sales Analysis Report to review shipped sales performance and margin for a selected shipment-date range.
This report is for shipped inventory sales analysis. It is not an open order report, not a cash receipts report, and not a customer statement.
Screen path
Dashboard > Sales > Reports > Sales Analysis 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. |
Run Report |
Loads the report for the selected date range. |
Copy for Excel |
Copies tab-delimited report data to the clipboard after the report has loaded. |
Both start and end dates are required.
Report columns
| Column | What it shows |
|---|---|
Part Number |
Shipped inventory part number. |
Product Line |
Product line from inventory, grouped with FG first, RS second, then other product lines. |
Description |
Inventory description. |
Customer |
Customer code from the invoice. |
Invoice # |
Invoice number connected to the shipment line. |
Invoice Date |
Invoice date. |
Qty Shipped |
Quantity shipped on the shipment line. |
Sales Value |
Shipped quantity times invoice unit price, less line discount. |
Cost |
Shipped quantity times lot-specific inventory cost. |
Gross Profit |
Sales value less cost. |
GP % |
Gross profit divided by sales value. |
The report shows subtotals by product line and a grand total.
What happens behind the scenes
PAX reads shipment lines, invoices, invoice lines, inventory records, and inventory-info cost data for the selected date range.
The report includes shipment lines where:
- Shipment date is within the selected range.
- The invoice is not
Void. - The invoice line is linked to the shipment line.
Cost comes from the inventory-info record tied to the shipped lot. This makes the report useful for margin review, but it also means the report depends on correct shipment and lot cost history.
Running or copying the report does not update shipments, invoices, inventory, costs, GL, or customer records.
Troubleshooting
No sales data appears
Likely cause: No shipped invoice lines match the selected shipment-date range.
Safe fix: Widen the date range or confirm the order has actually shipped.
Contact support if: A shipped invoice should appear but does not.
The report total differs from Invoice Report
Likely cause: Sales Analysis is based on shipment date and shipment-linked invoice lines. Invoice Report is based on invoice date.
Safe fix: Compare only after confirming the same date basis and source records.
Contact support if: The same shipped invoice line appears with different values in related reports.
Gross profit looks wrong
Likely cause: Lot cost or invoice line pricing may need review.
Safe fix: Review the shipment, lot cost, and invoice line before relying on the margin.
Contact support if: Shipment and lot cost history look correct but the report margin is still wrong.