About the Item Sales Detail Report
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 in this report are all of the items available in QuickBooks Online. This is not specific to your Novi Ecommerce Products.
Viewing the Item Sales Detail Report
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.
Specific Member Record
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.
Customizing the Item Sales Detail Report
By default, the report displays this month-to-date. Click the Filter button to change the report period, specific items, member types, and more.
Filters on the Item Sales Detail Report
Date From / Date To
Items (Products & Services)
Filters When Viewing the Report on a Specific Member Record
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:
Member & Children
Member Only (default)
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:
Final Payment Date
Open Dues Balance
Overdue Dues Balance