Generating the Item Sales Report

The Item Sales Report lists the sales for items in your office within the date range you specify. You can report on all item statuses or a specific status. You must select a specific item type (such as Exams, Frames, Plans, and so on).

Typically, offices generate this report for frames. The report lists the frame name, collection, quantity sold, status, and net sales then total in sales. If a frame was bought and returned during the time period in the report, the Quantity column lists 0 for that frame.

For non-frame items the Collection column contains no data. Eyeglass lenses are split by Base type, Material, Style, and Color/Coat and appear separately on the report.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Item Sales Report.
  4. Enter the date range to print, or select dates from the calendar.
  5. Select the Item Status and Item Type.
  6. Select one or more Office(s) to include on the report.
  7. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.