Sales Summary Report

WP Ever Accounting brings up Reports to show financial activities in a structured manner. Indeed, it gives you all the financial information you need so that you can visualize your business in detail and can keep track of your financial state.

The Reports page summarizes sales, expenses, and profits separately so that you can get a better idea of where your business is going.

Each of the sections shows graphs that are effective for displaying and summarizing financial data. Below the graph, each section yields categorical reports on a monthly basis.

Income Summary

Income Summary shows income line graphs and reports on income only. You will see the report created on the basis of income categories month by month.

Reports Sales

For sales summary, you can filter out your reports. The filter will be effective for both line graphs and categorical reports.

Suppose, you want to generate a report on an account and want to see a resolution of a certain year. By selecting a year, a complete sales summary of that year will be generated for the account. Similarly, you can generate a report on one of your customers as well as filter it out by year, customer, payment method, and account. Both the line graph and categorical report will change accordingly.