Find a comprehensive overview of all your sales of products and services using the ServiceCore Gross Sales Report.

This report is used to calculate the total amount of revenue generated by a business and is an important tool for financial analysis and decision-making. Gross sales reports can be generated for different time periods, such as daily, weekly, monthly, or yearly, and can be used to track the performance of a business over time. By analyzing this report, businesses can identify trends, measure growth, and make informed decisions about pricing, promotions, and inventory management.

In this knowledge base article, we will explore the key features of the Gross Sales Report.

Before You Start

• Gross Sales Report requires Manager, Admin, or Owner permission level
• This report is in Accrual Basis

How to Use the Gross Sales Report

To access the Gross Sales Report, follow these steps:

1. From your ServiceCore Dashboard, click "Reports"
2. Click on the "View Report" button for the Gross Sales Report
3. Use the "Issued At" filter to see items for a specific date range.
4. Use the "Type" filter to narrow down which types of transactions you would like to have appear in the report.
5. Use the "Division" filter if using divisions to transactions linked to those divisions.

How to Export the Gross Sales Report

If you'd like to export the report into a CSV or Excel file, follow these steps:

1. Make sure you've set up any filters to narrow results down to just the data you would like to see.
2. Scroll down to the "Details" portion of the report.
3. Hover over any area in the Details portion of the report to bring up the additional menu
4. Click on the 3 Vertical Dots
5. Hover over the "Download >" option.
6. Select your preferred file type.
7. A download will appear with your selected file.