This report includes sales data from QuickBooks combined with membership details from Novi AMS. Sales are on an accrual basis, so they are counted when billed, not collected. For a cash basis report, please see QuickBooks’ Sales by Product/Service Detail report.

The Item Sales Detail Report includes:

Note: The items shown are all items available in QuickBooks Online. This is not specific to your Novi Ecommerce Products.

To see the main report (which includes all member records by default, but can be filtered down to specific records), navigate to Reporting in the left sidebar on the backend and then click on the Item Sales tab.

To view the Item Sales Detail Report for a specific member, navigate to the Accounting tab on the member's record and then click on the Sales sub-tab.

By default, the report displays this month-to-date. Click the filter button to change the report period, specific items, member types, and more.

When viewing this report on a specific member record, the Member Type(s) and Member(s) filters will not be included, and there will be an additional filter for:

The default columns that display in the report are:

Additional columns can be added to the report by selecting them in the gear icon on the far right.

In addition to the columns regularly available in list views, these display columns are also available under the gear icon: