How do I get an annual breakdown of my invoiced sales?
There is no single report in agentOS that shows invoiced sales by year. However, you can use View Accounts with the Sales Uninvoiced Net and Sales Uninvoiced VAT account types to export a full breakdown by charge type, which you can then analyse in a spreadsheet using a COUNTIF formula.
agentOS does not include a dedicated report that breaks down invoiced sales by year. If you need a full year breakdown, there are two approaches:
- Download the report month by month from the standard reports and export each month into a spreadsheet, or
- Use View Accounts to pull a broader dataset — this is the more efficient approach.
Using View Accounts for annual invoiced sales
Go to Accounts > View Accounts. By default, this loads the Rent Collected control account. Change the Account Types to include:
- Sales Uninvoiced Net
- Sales Uninvoiced VAT
Set your From and To date range to cover the period you want to report on, then export the grid to Excel using the Export to Excel button.
Note: The Invoiced Sales account type will show each invoice entry, but because a single invoice can contain several different charge types, it does not break down by charge type. The Sales Uninvoiced accounts preserve that charge-type detail.
Identifying invoiced entries in the export
In the exported spreadsheet, the Invoice column will be blank for any entry that has not yet been invoiced. To isolate your invoiced sales for the period, use a COUNTIF formula filtered to entries where the Invoice column is not blank.
Grid result limit
The View Accounts grid returns a maximum of 10,000 results. If you see 1 – 10 of 10,000 items in the bottom right corner, your date range is returning more rows than the grid can display. In this case, reduce your From and To dates and export in smaller chunks.
If you need further assistance, contact support at support@agentos.com.