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Track each User sales with ease

Learn about the Sales By User Report and how to export it to an Excel file.

Updated today

Rewaa provides a Sales By User Report that shows the total sales made by each User who has an account on the platform. The report includes the username, role, branch, sales, and other related data.

Definitions

  • Cashier: The user who issued the invoice. The cashier’s name always appears on invoices.

  • Salesman / Sales Representative: A name that appears when the Salesman option is enabled. You can assign it from the cashier screen before issuing the invoice (e.g., a representative or sales agent).

⚠️ Note: If cashier Mohammed issues an invoice and you assign Khalid as the Salesman, the sales will be attributed to Khalid (the Salesman).


Accessing the Report

  1. Go to Reports > Sales > Sales By User.

  2. Click on the report to view details.

Search for a Specific User

  • Enter the username in the search field.

Filter the Results

  1. Click Filter.

  2. You can filter results by:

    • Date range

    • Username

    • Location

  3. Click Apply.

Sort the Data

  • Click the Sort by field and choose the desired option.

Report Sections

  • Summary: Displays the total sales for all users.

  • Details: Displays detailed sales data for each user.

Report Data

User / Role

Cashier or Salesman name.

Location

The branch where the sale was made.

Sales

Total completed sales by the user, excluding VAT, minus returns and discounts.

Cost of Goods Sold (COGS)

Total cost of products sold, minus the cost of returned products.

Gross Margin

Net sales (excluding VAT) minus COGS.

Sales (Tax Inclusive)

Total completed sales including VAT, minus returns and discounts.

Sold Quantity

Total sold quantity, excluding returned items.

Returned Quantity

Total returned quantity.

Exporting the Report

  1. Click Export:

    • To export report details: select xlsx.

    • To export the summary only: select Summary xlsx.

  2. The Excel file will be downloaded to your device.


FAQs

1. Can I view the total sales of an User per day?

The report shows the User’s total sales for the selected period only. It does not display daily totals. You can submit this suggestion through the feedback platform.

2. Why don’t User sales appear in the dashboard chart?

The dashboard chart shows Salesman sales only, not cashier sales. To display the data, enable the Salesman option and use it when issuing invoices. [Learn more here.]

3. How can I view an User’s invoices?

Go to Sales & Customers > Sales Invoices > Export Sales Invoices > Filter results by user.

4. How can I view an User’s sales for specific items only?

Go to Sales & Customers > Sales Invoices > Export Sales Invoices > Filter results by user, then filter by product name.

5. Why don’t all data appear in the report?

Use the scrollbar below the table to view all data, or click Export to download the full report in Excel.

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