Reporting - Daily Sales in a weekly report
Ability to have weekly reports for sales in Xero.
Purpose: Users can track the daily trend across each week.
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Nasheeda Nish commented
I wanted a daily sales report by sales category (where each category is captured in a separate account) and nope, Xero doesn't have it.
After playing around with the reports for a little bit, what eventually did the job for me was to take P&L report by day for the entire month, remove all expense items and then transpose it on Excel.
But seriously, the original post on this is in 2014 and why has Xero still not done it? Daily/weekly sales are such important numbers to monitor especially for the retail industry.
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Stewart Elsegood commented
Hi Kelly,
I must be missing something but am just trying to get a basic report that tells me what have been my Sales for the month...ideally it would be nice to compare sales for this month to waht where the sales for the same month in the previous year. This i would have thought would have been a basic report as it is in MYOB. I appreciate that Xero is an Accounting system and not a business system, but getting basic information like Sales ie. what are the total invoices for the month less credits...would be basic. Ihave tried Received Income Summary report as suggested by Support...but of course this is inadequate as it doest include anyone who has paid within the month.
So how do i get a basic Sales report...i'm frieghted to ask my accountany who recommended Xero over MYOB as it would be too embarassing for him.Frustrated Stewart