Built-in sales reports

Path: Business functionality > Sales > Sales analytics > Built-in sales reports · tier official · system sales · narrative reviewed (checked by Opus)

Overview

This section documents the standard sales reports in Business Central. They fall into three groups. The first is analysis reports: Aged Accounts Receivable and Customer - Top 10 List (both Excel reports), Customer - Balance to date, Customer - Trial Balance, Customer - Order Detail, Customer - Order Summary, Customer/Item Sales, Day Book Customer Ledger Entry, and the Salesperson - Commission and Salesperson - Sales Statistics reports. The second is inventory-oriented order reports: Inventory Order Details, Inventory Picking List and Inventory Sales Back Orders. The third is printable customer documents. These are Standard Sales - Quote, Order Conf., Draft Invoice, Pro Forma Invoice, Invoice, Credit Memo, Shipment and Return Rcpt. The third group also has variants. The Contract reports add subscription billing details, two reports add QR codes to posted invoices and credit memos, and the Sust. reports add CO2e figures to quotes and invoices.

Key points

• Sales report overview is the entry page. It links to report documentation, ad-hoc analysis, Power BI integration and sales analytics.
• Aged Accounts Receivable is an Excel report. It groups customer ledger entries into aging buckets by due date and global dimensions, with four worksheets that cover local and foreign currency.
• Customer - Order Summary groups outstanding order quantities into three 30-day periods. Inventory Sales Back Orders lists sales lines whose outstanding quantity cannot be filled by the shipment date.
• The standard sales documents cover quotes, order confirmations, draft, pro forma and posted invoices, credit memos, shipments and return receipts. Options include interaction logging, archiving and hiding zero-quantity lines.
• The Standard Sales Pro Forma Invoice is meant for customs. It shows country of manufacture, tariff numbers and net weight.
• The Contract reports for quotes, order confirmations and invoices add subscription billing details. On quotes and order confirmations, service commitments are grouped by billing period. On the order confirmation they are kept out of the subtotal and VAT.
• Two QR variants exist: the posted sales invoice adds a payment QR code, and the posted credit memo adds a QR code for e-document support. The Sust. quote and invoice reports add CO2e per unit and total CO2e figures, formatted according to Sustainability Setup.

Learn pages

• Aged Accounts Receivable (Excel report): Analyze customer balances at the end of each period. Used as a gauge to measure the reliability of collectable debts for your customers.
• Contract Sales Order Conf. report: Add subscription billing details, such as service commitment lines and per-period totals, to the standard sales order confirmation.
• Contract Standard Sales Inv. report: Print or export a standard sales invoice that also lists the subscription billing details behind each contract-related invoice line.
• Contract Standard Sales Quote report: Add subscription billing details to the standard sales quote so customers see recurring service commitments alongside one-time item charges.
• Customer - Balance to date (report): Get a detailed balance for selected customers at the close of an accounting period or fiscal year, for example.
• Customer - Order Detail (report): Analyze outstanding sales orders to understand your expected sales volume grouped by customer. To highlight overdue back orders, compare overall outstanding shipments with the planned shipment dates.
• Customer - Order Summary (report): See outstanding sales order amounts by customer, grouped into 30-day shipment periods, to gauge expected sales volume.
• Customer - Top 10 List Excel (Excel report): Review customers with the most transactions in a selected period directly in Excel. Identify sales trends and manage debt collections.
• Customer - Trial Balance (report): Analyze and reconcile your customer balances at the end of the period by viewing the opening balance, each transaction within the period, and the closing balance grouped by customer.
• Customer/Item Sales (report): Analyze your item sales per customer to understand sales trends, optimize inventory management, and improve marketing efforts. Assess the relationship between discounts, sales amounts, and the volume of item sales.
• Day Book Customer Ledger Entry (report): Get a daily transaction overview for customer postings, similar in intent to a sales day book or a chronological audit-style listing of customer postings.
• Inventory Order Details (report): Analyze outstanding sales orders to understand your expected sales volume for items. To highlight any overdue back orders, compare your overall outstanding shipments with the planned shipment date.
• Inventory Picking List (report): View which sales orders are covered when collecting items from inventory.
• Inventory Sales Back Orders (report): Get an overview of sales orders that can’t be fulfilled because of out-of-stock items.
• Posted Sales Crd Memo with QR report: Add a QR code and e-document layout support to the Standard Sales - Credit Memo report for posted sales credit memos sent to customers.
• Posted Sales Invoice with QR report: Add a payment QR code to the posted sales invoice layout so customers can pay directly from the printed or PDF document.
• Sales report overview: See which sales reports and analytics are available in the standard version of Business Central so that you can keep track of your business.
• Salesperson - Commission (report): Analyze the commissions by salesperson. Review the customer, document, sales amounts and profit amounts provided by a salesperson’s contributions.
• Salesperson - Sales Statistics (report): Analyze sales and profitability per salesperson to understand revenue contribution, compare margins, and evaluate the impact of discounts on overall performance.
• Standard Sales - Order Conf. (report): Generate a sales order confirmation document that communicates order details, pricing, and delivery information to customers.
• Standard Sales - Quote report: Generate a printed or emailed sales quote that presents item lines, prices, discounts, VAT, and totals to a prospective customer.
• Standard Sales - Return Rcpt. (report): Print or email a standard-format return receipt for posted sales returns, showing customer, item, and quantity details.
• Standard Sales - Shipment (report): Print or email a formatted posted sales shipment document that shows shipped items, quantities, and optional lot or serial number tracking.
• Standard Sales Credit Memo report: Print or email a posted sales credit memo that shows customer information, credited items, VAT details, and document totals.
• Standard Sales Draft Invoice report: Generate a draft invoice from an unposted sales invoice to review internally or send to a customer before posting the final document.
• Standard Sales Invoice report: Print or email a posted sales invoice that shows customer and company details, item lines, VAT breakdown, and payment amounts.
• Standard Sales Pro Forma Invoice report: Print a pro forma invoice for a sales order to give customers cost and customs details before the actual invoice is issued.
• Sust. Standard Sales Invoice report: Add CO2e emissions data and a sustainability disclaimer to the standard sales invoice so customers see the environmental impact of what they purchased.
• Sust. Standard Sales Quote report: Add CO2e emissions data to the standard sales quote so customers see per-unit and total carbon impact alongside pricing.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #10495 MSlenejennum/647454/sales internal new body layouts and obsolete current (code change): “Three sales reports receive new internal Word body layouts”
• #9960 [Extensibility Request] issue 30396: expose sales document lookup (code change): “LookupSalesDoc procedure made public in Copy Sales Document report”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Report 107 “Customer - Order Summary”
• Report 108 “Customer - Order Detail”
• Report 111 “Customer - Top 10 List” · captioned “Customer - Top 10 List (Obsolete)”
• Report 112 “Sales Statistics”
• Report 113 “Customer/Item Sales”
• Report 114 “Salesperson - Sales Statistics”
• Report 115 “Salesperson - Commission”
• Report 119 “Customer - Sales List”
• Report 121 “Customer - Balance to Date” · captioned “Customer Balance to Date”
• Report 129 “Customer - Trial Balance”
• Report 209 “Sales Reservation Avail.”
• Report 708 “Inventory Order Details”
• Report 713 “Inventory - Customer Sales” · captioned “Inventory Customer Sales”
• Report 718 “Inventory - Sales Back Orders”
• Report 813 “Inventory Picking List”
• Report 1302 “Standard Sales - Pro Forma Inv” · captioned “Pro Forma Invoice”
• Report 1303 “Standard Sales - Draft Invoice” · captioned “Draft Invoice”
• Report 1304 “Standard Sales - Quote” · captioned “Sales - Quote”
• Report 1305 “Standard Sales - Order Conf.” · captioned “Sales - Confirmation”
• Report 1306 “Standard Sales - Invoice” · captioned “Sales - Invoice”
• Report 1307 “Standard Sales - Credit Memo” · captioned “Sales - Credit Memo”
• Report 1308 “Standard Sales - Shipment” · captioned “Sales - Shipment”
• Report 1309 “Standard Sales - Return Rcpt.” · captioned “Return Receipt”
• Report 2501 “Day Book Cust. Ledger Entry” · captioned “Day Book Customer Ledger Entry”
• Report 4402 “EXR Aged Accounts Rec Excel” · captioned “Aged Accounts Receivable (Excel)”
• Report 4409 “EXR Customer Top List” · captioned “Customer - Top List (Excel)”
• Report 7313 “Whse. Shipment Status” · captioned “Warehouse Shipment Status”

Learn also names 7 objects with no object page: report/6166, report/6168, report/6298, report/6299, report/8008, report/8010, report/8011.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.