Sales Reports

This document introduces the reports available in the Sales section of Syncro's Reporting tools. You can use these reports to track invoicing and payment trends, evaluate product- and transaction-level sales performance, and monitor outstanding customer balances and cash register reconciliation.

Note: You can access these reports from the Reports tab, in the Sales section.

Discounts

Target Audience: Business Leader, Biller

Purpose: This report answers how much revenue is being given up through line-item discounting, and on which invoices.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Discounts.
3. Select the desired date range.
4. Click Run Report.

Tip: Click the CSV button in the upper right to export the results to a spreadsheet.

Interpret the Report: Discounting activity that looks isolated on a single invoice can add up to a meaningful revenue gap when viewed across a period, and this report is where that pattern becomes visible. Each discount links back to its originating invoice, so a reviewer can move from a high-level total straight to the specific transaction where it was applied.

About the Data:

• Captures both percentage-based and fixed-dollar discounts.
• Discounts on recurring invoices are included once the invoice generates from the recurring template.
• There isn't a fixed maximum date range for this report; the point at which results shift to an export-only view is variable rather than tied to a set size.

Next Steps: Use this report to spot discounting patterns that may warrant a policy conversation, such as a specific customer or technician discounting more heavily than the rest of the team.

Invoices By Day

Target Audience: Business Leader, Biller

Purpose: This report answers how invoicing volume and value trend day over day across a chosen period.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Invoices By Day.
3. Select the desired time Period.
4. Select whether to show Paid invoices, unpaid invoices, or both.
5. If desired, select a specific customer Organization from the dropdown.
6. Click Run Report.

Tip: Click a specific invoice to view it, or click a customer Organization to view their details page.

Interpret the Report: Viewed across a date range, this report surfaces whether invoicing activity is steady, seasonal, or clustered around specific days, and whether unpaid invoices are accumulating relative to paid ones. Filtering to a single customer turns the same trend into an account-level billing history.

About the Data:

• Results are grouped by the Invoice Date field, which is the invoice's creation date by default, though it can be edited.
• Results can be filtered to paid invoices, unpaid invoices, or both.
• The report can be scheduled to run on a regular basis and emailed to designated staff.
• There isn't a hard cap on the date range; very large ranges are more likely to be limited by server processing time than by a fixed size limit.

Next Steps: Use this report to identify days or periods with unusually high unpaid volume and prioritize follow-up before it ages further.

Payments By Day

Target Audience: Business Leader, Biller

Purpose: This report answers how much revenue was actually collected each day, and through which payment methods.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Payments By Day.
3. Select a time Period.
4. If desired, select a Saved customer Organization Search.
5. Click Run Report.

Tip: Click a specific invoice to see the payment's context. Use Schedule to run the report on a regular basis and email it to designated staff.

Interpret the Report: Because this reflects successful payments rather than invoiced amounts, it's the more accurate view of real cash flow versus billed activity. Totals broken out by payment method also reveal shifts in how customers prefer to pay, which can inform decisions about which methods to promote or phase out.

About the Data:

• Only successful payments are included.
• Totals for each payment method are shown alongside the daily totals.
• Payments are shown without distinguishing full from partial payments. Refunds are included and shown as negative amounts.

Next Steps: Use this report to reconcile daily deposits against what the report shows was collected, and to monitor which payment methods are gaining or losing share.

Sales by Product

Target Audience: Business Leader, Biller

Purpose: This report answers which inventory products are actually selling within a given time range, and at what average cost and price.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Sales by Product.
3. Select the desired time range.
4. Click Run Report.

Interpret the Report: Because this report only reflects catalog inventory rather than one-off items typed onto an invoice, it's a reliable view of true product performance rather than miscellaneous billing. That makes it useful for spotting which products are carrying margin and which are moving in volume but not necessarily profit.

About the Data:

• Includes only items that exist in inventory; one-off items manually added to invoices are excluded, since the report is meant to reflect actual product performance rather than ad hoc billing.
• Average cost and price reflect the product's current catalog values, not the cost or price at the time of the original sale.
• Next Steps: Use this report to inform purchasing and pricing decisions, such as reordering strong sellers or reevaluating pricing on underperforming items.

Sales Detail

Target Audience: Business Leader, Biller

Purpose: This report answers exactly how a given transaction was billed and paid, down to the individual line item.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Sales Detail.
3. Select the desired date range.
4. Click Run Report.

Interpret the Report: This is the most granular sales view available, tying each line item back to its invoice and the employee who handled it, which makes it the right report to reach for when reconciling a specific transaction rather than assessing overall trends.

Line items that came from a Predefined Bundle are flagged as such, so you can distinguish bundle sales from individually sold items:

About the Data:

• Shown at the line-item level, with each row tied to its invoice and the employee associated with it.
• Total Extended reflects price multiplied by quantity sold; Total Extended Net subtracts the product's cost from Total Extended. These two figures aren't expected to align.

Next Steps: Use this report when reconciling or auditing a specific transaction or employee's sales activity, rather than for period-over-period trend review.

Sales Overview

Target Audience: Business Leader

Purpose: This report answers how the business is performing right now at a glance, across tickets, estimates, and revenue.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Sales Overview.

Interpret the Report: Because "Today" totals reflect invoices paid today rather than invoices created today, an invoice generated two weeks ago that gets paid today will show up in today's numbers, not the day it was created. That distinction matters when comparing this report against an invoicing-volume view like Invoices By Day, since the two can tell different stories about the same period. All totals here exclude sales tax, so they represent revenue rather than what the customer was actually charged.

About the Data:

• Totals reflect invoices paid within the selected period, not invoices created within it.
• Totals exclude sales tax.
• The ticket and estimate figures represent Tickets Created, Tickets Resolved, Estimates Created, and Estimates Approved.

Next Steps: Use this as a quick daily or weekly pulse check on business health before drilling into a more detailed report for specifics.

Sales Summary by Customer

Target Audience: Business Leader, Biller

Purpose: This report answers which customers still owe money, and how much, within a given time frame.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Sales Summary by Customer.
3. Select the desired date range.
4. Click Run Report.

Interpret the Report: Balance due updates as partial payments come in, so a customer who has paid down part of a large invoice will show a shrinking balance over successive views rather than an all-or-nothing paid/unpaid status. That makes this report useful for prioritizing collections work by how much is actually still outstanding, rather than just how many invoices remain open.

About the Data:

• Balance due is calculated as the invoice total minus payments made to date, and updates as additional partial payments are recorded.
• Includes each customer's contact details alongside their payment activity.

Next Steps: Use this report to prioritize collections outreach, starting with customers carrying the largest outstanding balances within the period reviewed.

Z Reports

Target Audience: Biller, Business Leader

Purpose: This report answers whether cash register activity for a given register and period reconciles cleanly.

Generate the Report:

1. Click the Reports tab.
2. In the Sales section, click Z Reports.
3. Select the desired Register.
4. If desired, change the time Period.
5. Click Run Report.

Tip: Click PDF next to any time period to see that cycle's detailed report.

Interpret the Report: Each entry represents one open-to-close cycle for a register, so reviewing this report across a period reveals whether a register is being opened and closed consistently or whether cycles are irregular in a way that warrants a closer look at the underlying PDF detail.

About the Data:

• Each row represents one open/close cycle for the selected register.
• A detailed PDF is available for each individual cycle.
• This report is purely a register-activity log; it reconciles money in and out of the specific register for balancing purposes and doesn't tie back to revenue totals shown elsewhere, such as Sales Overview.

Next Steps: Use this report at the end of a shift or day to reconcile physical cash counts against recorded register activity.

Suggested Review Schedule

Daily or Weekly Review (Cash Flow & Collections)

• Payments By Day: Review daily to reconcile deposits and monitor payment method trends.
• Invoices By Day: Check weekly for unpaid volume building up in a specific period.
• Sales Summary by Customer: Review weekly to prioritize collections outreach on the largest outstanding balances.
• Z Reports: Review daily to reconcile physical cash against recorded register activity.

Monthly or Quarterly Review (Performance & Planning)

• Discounts: Review monthly to catch discounting patterns worth a policy conversation.
• Sales by Product: Review monthly to inform purchasing and pricing decisions.
• Sales Overview: Check periodically as a pulse check on overall business health.
• Sales Detail: Reference as needed for transaction-level audits rather than on a fixed cadence.