# Period wise Sales

The **Period Wise Sales** report provides a comprehensive summary of item-wise sales across a selected time frame. This report is primarily used for financial analysis and sales tracking based on service or procedure types.

This report helps track item-wise billing data across clinics and doctors during a specified period. It supports performance analysis by department, doctor, and service type.

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### Steps to Generate the **Period Wise Sales** Report

* Open the **Period Wise Sales** report by navigating to **Home > Reports > Finance Reports > Period Wise Sales.**
* (Optional) To view the sales report for specific item types, select the appropriate **Item Type** (e.g., Services, Procedures) from the dropdown list.
* Set the desired **From** and **To** date range to define the reporting period.
* (Optional) Use the **Users**, **Clinic** and **Doctor** filters to filter the report based on the clinic users, location and consulting doctor.
* (Optional) To filter based on specific items:
  * Select the **Selected Items** checkbox.
  * In the **Add New Items** pop-up, select the required items and click **Add**.
  * The report will display sales for only the selected items.
* Select the **Include Raw Data** checkbox to generate a detailed report.
* Click **Search** to generate the report.

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### Report Structure

The generated report consists of two sheets: **Period Wise Investigations** and **Raw Data**

* The **Period Wise Investigations** sheet provides a summarized view of sales grouped by item type. The count of items under each item type is displayed next to the item type name. Users can:

  * Expand the **Item Type** to view sales for each item. The **Long Descriptions** of billed items are displayed, along with the count of invoices on which the items were billed.
  * Expand the **Item Long Description** to view invoice-level data.

  It includes the columns such as **Item Type, Item Long Description, Department, Doctor Name, Speciality, Patient PIN (PAM PIN), Patient Name, Invoice Number, Invoice Date, Gross, VAT Amount, Discount, Net, Patient Share, Insurance, Selfpay, Refund Amount, Invoice Type, Referring Doctor Name,** and **Remarks.**<br>
* The **Raw Data** sheet provides itemized details of all billed entries in the selected period. It includes columns such as **Item Type, Item Code, Item Short Description, Item Long Description, Department, Doctor Name, Speciality, Patient PIN (PAM PIN), Patient Name, Invoice Number, Invoice Date, Actual Price, Quantity, Price, Gross, Discount, Deduct, Insurance, Selfpay, Refund Amount, Invoice Type, Referring Doctor Name, Remarks, Batch Code, Purchase Receipt Cost, MRP, Actual Cost,** and **Invoiced By(User Name)**.

The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options.

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