--- id: "sales-report" lang: "en" title: "The Sales report: sales, refunds, VAT and margin" summary: "See what your shops sold in any period, by day, seller, payment method or customer: sales, refunds, VAT, margin and average ticket, ready to compare or export." area: "Reports & dashboards" kind: "task" url: "https://zeropos.shop/help/sales-report" alternate: "https://zeropos.shop/help/sales-report?lang=es" markdown: "https://zeropos.shop/help/md/en/sales-report.md" screens: ["/reports/data/sales","/reports/data"] where_to_find: ["INSIGHTS › Reports"] related: ["reports-overview","saved-views-and-links","export-for-your-accountant","stock-reports","below-minimum-approvals"] updated: "2026-10-16" --- # The Sales report: sales, refunds, VAT and margin See what your shops sold in any period, by day, seller, payment method or customer: sales, refunds, VAT, margin and average ticket, ready to compare or export. The **Sales Report** adds up every validated sale and refund in the dates you pick, one row per day, week, month or whatever you group by, with the total at the bottom. For what was sold. For the money in by each payment method: **Payments** ([What each report answers](https://zeropos.shop/help/reports-overview)). For each product: [Stock reports: what sells, what sits and where it went](https://zeropos.shop/help/stock-reports). Where to find it: INSIGHTS › Reports. ## Before you start - By default the owner, administrators and managers can open Reports, for the regions they may see. ## Steps 1. Open [INSIGHTS › Reports](https://app.zeropos.shop/reports/data) and tap **Sales**. 2. Pick the dates at the top: the report opens on **This month**. 3. Choose **Group by**: **Day**, **Week**, **Month**, **Region**, **Location**, **Seller**, **Payment method** or **Customer**. 4. Narrow it with the filters, such as **Locations**, **Users** or **Customer type**, or type an invoice number or a customer's name in **Search**. 5. Set **Compare to** to **Previous period** or **Same period last year** to see the change. 6. Tap **Export CSV** to download what you see. ## What happens next - Nothing changes: the report only reads the invoices. - The CSV holds the columns and rows you see, the total included, in your language ([Export your figures for your accountant](https://zeropos.shop/help/export-for-your-accountant)). - To come back to the same filters, save them under **Views**, or send them with **Copy link** ([Save a view and share a link](https://zeropos.shop/help/saved-views-and-links)). ## What the columns mean **Invoices**: how many sales and refunds. **Sales**: what the sales came to, VAT included. **Refunds**: what went back. **Net**: sales less refunds. **VAT**: the VAT inside those figures; a refund takes its VAT back, so a row can show it negative. **Margin**: the net without VAT, less what the goods cost when they were sold. **Avg ticket**: the net divided by the number of sales. **Below min** and **Below min sales**: how many sales, and for how much, were approved below the minimum price ([Below-minimum approvals](https://zeropos.shop/help/below-minimum-approvals)). ## What counts Validated sales and their refunds. Cancelled and pending invoices never count. A layaway counts once, on the day it is completed (its last payment taken), so completing one never changes a month you have closed. Until then, what is still owed on it is in **Layaway balances** ([Layaway: hold items while a customer pays over time](https://zeropos.shop/help/layaway)). A gift card counts on the day it is sold, and what it pays for later isn't counted again ([Gift cards](https://zeropos.shop/help/gift-cards)). Grouped or filtered by **Payment method**, though, each way of paying has its row, **Gift card** included. ## Common questions ### How are shared sales counted when I filter by seller? Each seller gets their share of the sale; the part that belongs to anyone you didn't pick lands on **Unallocated to selected sellers**. Group by **Seller** instead for everyone's figures. ### I picked one payment method. Why are the tickets smaller? Only the part paid that way counts: a sale paid partly by card and partly in cash shows just the card part when you pick card. ### Why does a category show more than it sold? **Categories** keeps the invoices holding a product from that category and counts each one in full. For what a category sold on its own, use **Products** grouped by **Category** ([Stock reports: what sells, what sits and where it went](https://zeropos.shop/help/stock-reports)). ### Why don't Sales and the day closes agree? They count different things: a close counts the money taken that day, layaway deposits and instalments included, while **Sales** counts finished sales, a layaway on the day it is completed. **Payments** counts the money as the close does ([Review the day closes: counted against expected](https://zeropos.shop/help/review-day-closes)). ### Two customers have the same name. How do I tell them apart? Grouped by **Customer**, each has a row of their own, and the one who joined later carries a number, such as “Marta García · 2”, as in the Customers report. Each keeps that label every month. ## If you see this - “**No rows match these filters**” — What to do: Widen the dates or clear a filter: **Reset filters** puts them back as the report opened. ## Good to know - Group by **Month** and compare with **Same period last year** to see how each month did against last year. ## Related guides - [What each report answers](https://zeropos.shop/help/md/en/reports-overview.md) - [Save a view and share a link](https://zeropos.shop/help/md/en/saved-views-and-links.md) - [Export your figures for your accountant](https://zeropos.shop/help/md/en/export-for-your-accountant.md) - [Stock reports: what sells, what sits and where it went](https://zeropos.shop/help/md/en/stock-reports.md) - [Below-minimum approvals](https://zeropos.shop/help/md/en/below-minimum-approvals.md)