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Sales Data Except Quotes

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Posted on by JE-20081519-0

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Hi:

From within Business Central, how can we get a report showing all sales data except for quotes with a Order Date range of 01/01/2025 through today's date and containing a total sales amount dollar figure?

Thanks!

John

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Dynamics 365 Business Central

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AndrewThomas81 686 on at

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Hi John

Can you define what you mean by sales data?

Do you want open invoices/orders? Posted invoices?

Kind Regards

Andrew Thomas FCCA MCP
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JE-20081519-0 3,877 on at

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@AndrewThomas81: We need simply all sales lines for that date range except for those of Sales Quotes.

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AndrewThomas81 686 on at

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You can use the sales line page filtered to exclude quotes for open orders and invoices

For posted documents you will need to extract, posted sales invoice lines and posted sales credit memo lines

Date filters can be added to all

Kind Regards

Andrew Thomas FCCA MCP
YouTube - Use Business Central
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Gregory Mavrogeorgis 1,114 Super User 2026 Season 1 on at

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Hi John,

Quickest way: open Posted Sales Invoices, filter Document Date to 01/01/25..today, and use the page total or Edit in Excel for the dollar figure. Repeat on Posted Sales Cr. Memos and net the two.

For a single report with both, the Sales Statistics report or an Account Schedule on Cust. Ledger Entries (Document Type: Invoice|Credit Memo) will give you one total.

If you found this helpful please mark it as verified

Gregory Mavrogeorgis
Work: GMSOFT Limited
Blog: Inside Business Central
LinkedIn: www.linkedin.com/in/gregorymavrogeorgis

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JE-20081519-0 3,877 on at

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The Sales Lines list in BC doesn't go back to the previous historical year.

I'd rather not use an Account Schedule or Customer Ledger Entries, as I'm trying to get a line item based report.

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Teagen Boll 2,132 Super User 2026 Season 1 on at

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You can use Sales Lines and Posted Sales Lines. If you can't see older lines its because those lines are already posted hence they are under Posted Sales Lines. That will go back to previous years. There is just the two separate tables. You could take those tables to Excel or Power BI and combine them if needed.

Best,

Teagen Boll

Work: Catapult ERP

Social: LinkedIn

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