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Business Central includes several built-in reports to help sales organizations report on their data.
Explore sales reports with Report Explorer
To get an overview of the reports that are available for sales, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Sales and Marketing heading, choose Explore.
The built-in sales reports come in two flavors:
- Designed for print (pdf).
- Designed for analysis in Excel.
To learn more, go to Finding Reports with the Role Explorer.
Sales report overview
The following table describes some of the key reports for sales. The reports help different roles in sales departments make informed decisions to optimize their operations.
| To do this | Open this report in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Use the report when a sales employee or export coordinator needs to send a customer or customs authority a preliminary invoice for a sales order before shipment or invoicing, so the recipient can see expected costs, item origin, and tariff details. | Standard Sales - Pro Forma Inv | About Standard Sales - Pro Forma Inv | 1302 |
| Use the report when a salesperson or accounts receivable clerk needs to preview or send a customer a draft invoice before it is posted, so amounts, discounts, and VAT can be confirmed in advance. | Standard Sales - Draft Invoice | About Standard Sales - Draft Invoice | 1303 |
| Use the report when a sales representative wants to send a formal price proposal to a customer for goods or services that the customer didn't commit to in an order. The customer can review the terms before agreeing to purchase. | Standard Sales - Quote | About Standard Sales - Quote | 1304 |
| Use the report when you enter or update a sales order and a salesperson or order processor needs to send the customer written confirmation of items, prices, discounts, and shipment details before fulfilling the order. | Standard Sales - Order Conf. | About Standard Sales - Order Conf. | 1305 |
| Use the report when accounts receivable staff need to send or reprint a customer-facing invoice after posting a sales invoice, so the customer receives an accurate record of what they owe and how to pay it. | Standard Sales - Invoice | About Standard Sales - Invoice | 1306 |
| Use the report when a finance or sales user needs to send a customer a printed or emailed copy of a posted sales credit memo, so the customer receives a record of the credited amount, VAT, and any applied invoice reference. | Standard Sales - Credit Memo | About Standard Sales - Credit Memo | 1307 |
| Use the report when warehouse or customer service staff need to send a customer a printed or emailed confirmation of what was shipped on a posted sales shipment, including item tracking details for lot- or serial-controlled items. | Standard Sales - Shipment | About Standard Sales - Shipment | 1308 |
| Use the report when a warehouse or customer service employee needs to confirm to a customer that returned goods are received and processed. | Standard Sales - Return Rcpt. | About Standard Sales - Return Rcpt. | 1309 |
| Review customers with the most transactions in a selected period directly in Excel. Identify sales trends and manage debt collections. | Customer - Top list Excel | About Customer - Top list Excel | 4409 |
| Use the report when a sales or finance manager needs to review nonshipped order quantities and amounts for each customer across upcoming 30-day periods to forecast expected sales volume. | Customer - Order Summary | About Customer - Order Summary | 107 |
| Analyze outstanding sales orders and understand expected sales volumes for customers. Compare your overall outstanding shipments with the planned shipment date and find overdue back orders. | Customer - Order Detail | About Customer - Order Detail | 108 |
| Analyze item sales per customer to understand sales trends, optimize inventory management, and improve marketing efforts. Assess the relationship between discounts, sales amounts, and volume of item sales. | Customer/Item Sales | About Customer/Item Sales | 113 |
| Analyze sales and profitability per salesperson to understand revenue contribution, compare margins, and evaluate the impact of discounts on overall performance. Use the insights to monitor individual and team sales effectiveness, identify high and low performers, and support data-driven decisions across sales management, operations, and finance. | Salesperson - Sales Statistics | About Salesperson - Sales Statistics | 114 |
| Analyze the commissions by salesperson. See the customer, document, sales amounts and profit amounts provided by a salesperson's contributions. | Salesperson - Commission | About Salesperson - Commission | 115 |
| Generate customer statements to get a clear summary of amounts due. You can share the amounts with customers to follow up on payments. For example, if you need to close an accounting period or fiscal year. | Customer - Balance to date | About Customer - Balance to date | 121 |
| Analyze and reconcile customer balances at the end of a period. Explore opening balances, transactions within the period, and closing balances for customers. | Customer - Trial Balance | About Customer - Trial Balance | 129 |
| 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. | Day Book Customer Ledger Entry | About Day Book Customer Ledger Entry | 2501 |
| Analyze outstanding sales orders to understand expected sales volumes for items. To highlight overdue back orders, compare overall outstanding shipments with the planned shipment dates. | Inventory Order Details | About Inventory Order Details | 708 |
| Get an overview of sales orders that you can't fulfill because items are out of stock. | Inventory Sales Back Orders | About Inventory Sales Back Orders | 718 |
| Explore sales orders that are covered when you pick items from inventory. | Inventory Picking List | About Inventory Picking List | 813 |
| Use the report when a business needs to send posted sales invoices that include a scannable payment QR code alongside standard invoice details such as customer address, line items, and VAT totals. | PostedSalesInvoiceWithQR | About PostedSalesInvoiceWithQR | 6166 |
| Use the report when accounts receivable or finance staff need to send posted sales credit memos to customers with a scannable QR code and e-document-ready Word layout. | PostedSalesCrdMemoWithQR | About PostedSalesCrdMemoWithQR | 6168 |
| Use the report when a salesperson or sustainability coordinator creates a sales quote and needs to show the customer the CO2e per unit and total CO2e for the quoted items alongside the usual pricing and terms. | Sust. Standard Sales Quote | About Sust. Standard Sales Quote | 6298 |
| Use the report when a company must issue sales invoices that disclose CO2e emissions per line and in total, so customers and auditors can see the environmental footprint of a sale alongside the standard financial details. | Sust. Standard Sales Invoice | About Sust. Standard Sales Invoice | 6299 |
| Use the report when a billing clerk or accounts receivable specialist posts a sales invoice that includes subscription contract lines and needs the customer-facing document to show the billing period, quantity, price, and discount for each subscription line. | Contract Standard Sales Inv. | About Contract Standard Sales Inv. | 8008 |
| Use the report when a sales employee confirms an order that includes subscription billing items and needs the printed or emailed confirmation to show the underlying service commitments and recurring billing amounts by period. | Contract Sales Order Conf. | About Contract Sales Order Conf. | 8010 |
| Use the report when a sales representative or biller needs to send a customer a quote that combines standard item lines with recurring subscription billing charges, grouped by billing period, so the customer can see both one-time and recurring costs before accepting the quote. | Contract Standard Sales Quote | About Contract Standard Sales Quote | 8011 |
| This report is a legacy report for sales analysis. Refer to the report documentation for alternatives. | Customer - Top 10 list | About Customer - Top 10 list | 111 |
| This report is a legacy report for sales analysis. Refer to the report documentation for alternatives. | Customer List | About Customer List | 101 |
| This report is a legacy report for sales analysis. Refer to the report documentation for alternatives. | Sales Statistics Note: This report isn't available in the United States, Canada, and Mexico. Instead, use the Customer Sales Statistics (10047) report. |
About Sales Statistics | 112 |
| This report is a legacy report for sales analysis. Refer to the report documentation for alternatives. | Customer - Sales list | About Customer - Sales list | 119 |
| This report is a legacy report for sales analysis. Refer to the report documentation for alternatives. | Sales Reservation Avail. | About Sales Reservation Avail. | 209 |
Related information
Ad-hoc analysis of sales data
Power BI sales app
Sales analytics overview
Setting Up Sales
Sales overview
Reserve Items