Sales Report

The Sales Report is a per-transaction view of the branch's sales and profit. Each row is one customer service lifecycle , a purchase, renewal, or change , and a preview modal drills all the way down into the money behind it.

Columns

Column	What it shows
ID	The transaction number.
Customer	The customer (links to their account).
Customer Owner	The partner that owns the customer, or a Branch Direct badge.
From / To	The service start and end dates.
Days	The billing cycle length.
C.P	Customer plan (list) price.
C.A	Customer actual charge.
Tax	Tax applied.
Date	When the transaction was created.

Operator guide

The Sales Report is a per-transaction view of the branch's sales and profit. Each row is one customer service lifecycle , a purchase, renewal, or change , and a preview modal drills all the way down into the money behind it.

Columns

Column	What it shows
ID	The transaction number.
Customer	The customer (links to their account).
Customer Owner	The partner that owns the customer, or a Branch Direct badge.
From / To	The service start and end dates.
Days	The billing cycle length.
C.P	Customer plan (list) price.
C.A	Customer actual charge.
Tax	Tax applied.
Date	When the transaction was created.

Role-based price and profit columns. The report shows selling-price and profit columns only for the tiers at or below your own position, so each viewer sees the margins they are entitled to:

• Agent columns (agent selling price / agent profit) are always shown.
• Partner and Senior Partner columns appear for those positions and above.
• Admin columns (the branch's own buying/selling price and profit) are visible to the branch admin only.

Filter by date range and rows-per-page.

The lifecycle preview modal

Clicking a row's Preview opens a wide modal for that transaction, with an Export button (PDF) in the header and these tabs:

Tab	What it shows
Overview	Customer, plan, status and type; the start/end/cycle dates; the charge and tax totals; a sub-table of the billing cycles in this lifecycle; and any group IDs.
Profit Distribution	How the package price flows down each level (Admin → Senior Partner → Partner → Agent → Customer) and how profit flows back up , as a visual money-flow diagram or a table of cost price / selling price / profit per level.
Billing	An invoice-centric view: each invoice with its line items, the credit notes applied to it, and the receipts paid against it, plus any unlinked credit notes and standalone receipts.
Ledger	Every account movement for this transaction , reference, type, wallet, from/to account, amount, category, running balance, and actor.
Timeline	A chronological log of the lifecycle's events (invoice created, payment received, and so on).

PDF export

Export produces a printable PDF of the transaction bundling the overview, the profit distribution, the timeline, and the related invoices, credit notes, receipts, cycles, and ledger entries.

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