Clients report

In InvoiceOcean, the Clients report allows us to calculate the number of invoices and the total gross value, within a specified period, grouped by the buyer's name on the invoices (by Clients). For each buyer (client), we calculate the number of invoices within the specified period and the sum of gross values of invoices converted to the account currency. The report also calculates the percentage share of the client in all gross profits/issued invoices.

The average gross sales is simply the ratio of the sum of (converted) gross values of all invoices of a given client to the number of those invoices.

To generate the report, you need to select its type, specify the parameters, and choose the Generate Report option. In the Reports List tab, there is an extensive database of reports divided into thematic sections related to various aspects of the system such as sales, costs, warehouses, products, clients, and others.