> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/reports/sales/item-sales-and-returns-report.md).
# Item Sales and Returns Report
The **Item Sales and Returns Report** provides an item-level view of sales and returns based on the selected reporting criteria. The report consolidates data from **Sales Orders, Direct Invoices, and Credit Memos**, allowing users to review item quantities and tax amounts across different currencies, stores, and reporting periods.
The report can be further customized by grouping data by **Date**, **Sales Store**, or **Store**, making it useful for analysing item-level sales activity and return-related transactions across different dimensions.
### Running and Customizing Item Sales and Returns Report
To access and work with the **Item Sales and Returns Report** in XoroERP, follow these steps:
1. Navigate to **Menu → Reports → Sales → Item Sales and Returns Report**.
2. The report opens with the available filters and the report data displayed in a grid.
3. Select the required **Period**, enter an **Item or Desc**, and select the required **Group By** option to customize the report.
4. Click the **Refresh** icon to apply the selected criteria.
### Report Filters
The report provides filters at the top of the report screen to narrow down the data based on specific reporting requirements.
* **Period:** Filters the report based on a predefined period or a custom date range. You can select options such as **This Calendar Year** or specify custom **From** and **To** dates.
* **Item or Desc:** Filters the report by item number or item description.
* **Group By:** Groups the report data based on the selected option. The available grouping options are:
* **Date**
* **Sales Store**
* **Store**
After selecting the required filters, click the **Refresh** icon to update the report.
### Item Sales and Returns Report Fields
The report displays item-level transaction information through configurable fields.
| **Field** | **Description** |
| --------------------- | ---------------------------------------------------------------------------------------------- |
| **Item** | Displays the item associated with the sales or return transaction. |
| **ThirdParty Disp** | Displays the third-party reference or descriptive information associated with the transaction. |
| **ThirdParty Source** | Displays the source associated with the third-party transaction. |
| **Date** | Displays the transaction date. |
| **Sales Store** | Displays the sales store associated with the transaction. |
| **Store** | Displays the store associated with the transaction. |
| **Currency** | Displays the currency in which the transaction was recorded. |
| **Qty** | Displays the quantity of the item associated with the transaction. |
| **Tax** | Displays the tax amount associated with the item transaction. |
| **Sale** | Displays the sale amount associated with the transaction. |
| **Gross Sale** | Displays the gross sale value associated with the item. |
| **Project Class** | Displays the project class associated with the transaction, where applicable. |
| **Type** | Displays the transaction type. |
The report can display quantities and tax amounts separately for each currency and provide corresponding totals across the report.
### Drill-Down Functionality
Users can click any summarized value within the **Item Sales and Returns Report** to open the **Details** window.
The **Details** window displays the individual transaction contributing to the selected summarized value, including information such as:
* **Item**
* **ThirdParty Disp**
* **ThirdParty Source**
* **Date**
* **Sales Store**
* **Currency**
* **Qty**
* **Tax**
This allows users to drill down from summarized item-level sales and returns data to the underlying transaction details for further analysis.
### Toolbar
The toolbar provides options for managing, analyzing, and customizing the report.
1. **File:** Provides options for managing the current report layout and configuration.
2. **Tools:** Provides tools for working with grouped report data and customizing the report view.
3. **Export:** Allows users to export the report data for further analysis.
4. **Grid:** Displays the report in a grid-based view.
5. **Charts:** Displays the report data in a chart format for visual analysis.
### Layout and Formatting Options
The report includes several options to customize how the data is displayed.
#### **Format**
The **Format** option allows users to customize the presentation of report values, including number and currency formatting, alignment, and other available formatting settings.
#### **Options**
The **Options** window allows users to configure report display settings such as totals, subtotals, and pivot table layout.
#### **Fields**
The **Fields** window allows users to customize the report structure by selecting and arranging available fields.
Users can:
* Add or remove fields from the report.
* Drag fields into **Report Filters**, **Rows**, **Columns**, and **Values**.
* Rearrange fields to change how data is grouped and summarized.
* Add calculated values using **Add calculated value**.
For example, users can:
* Drag **Date** into **Rows** to organize the report by transaction date.
* Drag **Sales Store** or **Store** into **Rows** to analyse item activity by location.
* Drag **Currency** into **Columns** to separate values by currency.
* Use **Qty** and **Tax** under **Values** to summarize item quantities and tax amounts.
Click **Apply** to update the report with the selected configuration.
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