How to fetch account summary report?

Modified on: Thu, 11 May, 2023 at 12:02 PM

Scope

How to fetch the account summary report?

How to show the amount after discounts are applied in the account summary report?

How to show amounts after-tax are applied in the account summary report?

Detailed sales report

Solution

You can fetch the account summary report by navigating to Classic Reports -> Account summary report. 

There are two filters used for fetching the account summary report. By default, both checkboxes are selected

  1. Show amounts after discount are applied - Applicable to Sales, Sales Reversal, Bad Debt, Bad Debt Reversal, Recognized revenue, Revenue reversal, and deferred revenue.

  2. Show amounts after-tax are applied - Sales, Sales Reversal, Bad Debt and bad debt reversal


For net of discount(Sales, Sales Reversal, Bad Debt, Bad Debt Reversal, Recognized revenue, Revenue reversal and deferred revenue) and exclusive of tax in (Sales, Sales Reversal, Bad Debt and bad debt reversal) then apply the filter as below:


Related Documentation

Account summary report abstract


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