The Gross sales and Net sales figures on the Analytics dashboard are built from your invoice line items. Exporting your invoices lets you see exactly which invoices make up each figure, so you can reconcile the numbers or dig into the detail.
💡 Use the same date range and sites on the Invoices screen as on the Analytics dashboard; otherwise, the totals won't match.
Export the invoices
1. Go to Billing → Invoices.
2. Under Status, tick Paid, Open, Void and Uncollectible. Leave Draft unticked.
3. Under Type, tick One-off, Subscription and Late fee. Leave Deposit unticked
4. Select the date range.
5. Select a site, or leave it as All Sites.
6. Select Export, then Start Export. Use Start Export rather than the Sage 50 or Xero formatted exports.
7. Open the CSV once the export is ready.
Match the export to the dashboard
Dashboard figure | Export column | Column name |
Gross sales | AR |
|
Net sales | AT |
|
The total of column AR matches Gross sales, and the total of column AT matches Net sales. The difference between the two is tax, shown in column AS (line_item_tax_total), so AR − AS = AT on every row.
Column AR - Gross sales by line item
Column AT - Net sales by line item
These totals correspond to the Gross sales and Net sales tiles on Reporting → Analytics:
Totals don't match?
Check that the date range, sites, Status filter and Type filter on the Invoices screen are exactly as described above and match the filters used on the Analytics dashboard.