Sales Reports
Contents
Overview
![](https://help.prelude.software/wp-content/uploads/2019/11/137-Sales-Reports.jpg)
Click on the blue title hyperlink and the report will be displayed – each report can be saved as a CSV file or a pdf.
Sales Statements have already been dealt with in the customers section – see Statements
Sales Daybook Listing
![](https://help.prelude.software/wp-content/uploads/2019/11/138-SalesDaybookrpt.jpg)
- Select date range by overtyping dates or using Datepicker. You can also select [Current year] or [All entries].
- You can select a single account to report on.
- You can restrict the number of record to show on page(show dropdown).
- Print as a PDF or CSV – see below.
Pdf example
![](https://help.prelude.software/wp-content/uploads/2019/11/139-SalesDaybookpdf.jpg)
csv example
![](https://help.prelude.software/wp-content/uploads/2019/11/140-SalesDaybookcsv.jpg)
Statements
Already dealt with – see Statements
Aged Debtors Report
![](https://help.prelude.software/wp-content/uploads/2019/11/141-AgedDebtorsrpt-1024x319.jpg)
- Amend date if necessary – overtype or use Datepicker.
- You can restrict the number of records to show on page (Show dropdown).
- Choose pdf to print or csv to export to wherever you wish.
- Choose to show the VAT element included in the outstanding amount – Note: for reconciling the VAT Account for Cash Accounting for VAT adjust any unallocated cash for the VAT element. Also Note: – this only applies if you are VAT registered.
- Ticking the VAT box will show the amount of VAT included in the outstanding balance – useful for reconciling the VAT return – see FAQ – How Do I Reconcile My VAT Return. Only applies if you are VAT registered – Check box is not visible if not registered.
![](https://help.prelude.software/wp-content/uploads/2019/12/223-Aged-Drs-withVat.jpg)
Customer Turnover Report
![](https://help.prelude.software/wp-content/uploads/2019/11/142-CustomerTurnoverrpt-1024x253.jpg)
- Amend Dates if necessary – overtype or use Datepicker or select [] options.
- You can restrict the number of records to show on page(Show dropdown).
- Choose pdf to print or csv to export to wherever you wish.
Sales Nominal Analysis Report
![](https://help.prelude.software/wp-content/uploads/2019/11/143-SalesNominalrpt-1024x429.jpg)
- Amend Dates if necessary – overtype or use Datepicker or select [] options.
- You can restrict the number of records to show on page (Show dropdown).
- You can also filter by Nominal Account code .
- Choose pdf to print or csv to export to wherever you wish.
List Of Customers
![](https://help.prelude.software/wp-content/uploads/2019/11/144-Listof-Customersrpt.jpg)
- You can restrict the number of records to show on page (Show dropdown).
- Choose pdf to print or csv to export to wherever you wish.
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