Sales Report: Default Summarizing

The sales report initially summarizes data by amounts in your company’s system currency and in your customers’ currencies (currencies of invoices issued to your customers). Consequently, it displays the amounts in two summarizing columns - Amount (for amounts in the system currency) and Currency amount (for amounts in customers’ currencies), data in these columns is displayed according to specified groupings by columns. The amounts are worked out by summing the original/primary values (using the SUM function).
 
Summary values are displayed in two columns at all grouping levels and at the grand total level. If no summary value is available for a certain grouping level or rather for the intersection of groupings by rows and columns, nothing is displayed for it.
 
For example, if a specific customer made no purchases in EUR but only in GBP,  no summary values will be provided for this customer in the summarizing columns grouped under the EUR. Summary values will be displayed in the columns under GBP group. What is more, if the customer made purchases in GBP only in July and August, the values will be provided in the columns that are grouped under July and August (which in their turn belong to the GBP group).
 
The default summarizing settings are defined in the values section. To define the summarizing methods, the summable fields have been added and summarizing options have been specified for them. Except for specific reports that do not provide for full customization (see Customizing Reports), you can change the summable fields and the summarizing methods for your reports. In case of Sales Report, you are allowed to do that.
 
To customize the default summarizing parameters
 
1. On the page for configuring report parameters, click the Customize button.
 
2. Use the values section to view and customize the default summable fields and summarizing methods defined for them.
 
You can delete, rearrange, add new summable fields and specify summarizing methods for them.
 
For information how to customize summarizing settings, see Summarize Report Data.
 
To add a summable field:
 
  • In the values section, click the Select an option box, and then select a summable field from the list of options.
 
The list displays summable fields from the selected report type which you can use to summarize report data in columns. For Sales Report, only 2 fields are available:
 

Field

Used for summarizing

Amount

Sales amounts in your company’s system currency.

Currency amount

Sales amounts in your customers’ currencies (currencies of invoices).

If the system currency coincides with the currency of a customer, values in both fields will be identical.  
 
The SUM function is selected as a default summarizing method for both fields. 
 
In case it is necessary to change the summarizing method, you do that as follows:
 
  • Click the calculation option box to the right of the field, and then select one of the available summarizing options from the list.
 
For summarizing options, see Summarizing Methods.