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Item Sales by Customer and Sales reports all showing different numbers?

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Posted on by RH

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Hello all,

I don't understand why the sales reports are all showing different numbers. We're trying to reconcile but for example, i.e. Item Sales by Customer you can trigger to Include Returns (which is helpful and it seems other reports automatically do this).. however I am seeing December posted sales transactions show up when I filter for posting date in November?? What report is best used for financial totals for the year, P/L. We tried to make a report in PowerBI and used Posted Sales Invoices but then it seems to also not include returns/credit memos. What datatables do we need and why are BC native reports also showing different numbers for each month, etc. sometimes by a lot?

Oh and we're managing ourselves so we cannot ask any partner.

Please help, thanks in advance!

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YUN ZHU 95,593 Super User 2025 Season 2 on at

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Hi, If you have not manually posted any entries from General Journal, the total of Posted Sales Invoice Lines (526, List) and Posted Sales Credit Memo Lines (527, List) should equal the GL balance. You can display both pages in Power BI and then add up the results.
Or customize a new page.

Hope this can give you some hints.

Thanks.

ZHU

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RH 396 on at

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Thanks for your reply. Does that account for sales order returns? I still don't understand why December posts are showing up in November however for that native report in BC.

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Can you provide an example and the filters you are using to run the report, it usually apply the posting date filter on the Item Ledger Entries and if you see entries which are saying December even though they are of November , check that sales ledger entries values. You can also run the Item Sales Statistics to compare the values.

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

To reconcile discrepancies in Business Central sales reports, ensure consistent filters and settings across reports, especially regarding returns and credit memos. Use the Income Statement report for comprehensive financial totals. When creating Power BI reports, include all relevant data tables like Posted Sales Invoices, Sales Credit Memos, and Sales Returns. Different native reports may show varying numbers due to their specific criteria, so align your report settings for consistency.

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-reports

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-reports-troubleshooting

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Use the Correct Data Tables for P/L Reporting like Posted Sales Invoices (SalesInvoiceHeader and SalesInvoiceLine): Posted Credit Memos (SalesCreditMemoHeader and SalesCreditMemoLine): General Ledger Entries (G/L Entry)

I think your issue seems to revolve around data sources (Sales Invoices, Credit Memos) and how the reports pull in data from different modules. To get accurate financial totals, ensure that you’re pulling from G/L Entries

Thanks, Ramesh

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Vahid Ghafarpour 12,122 Super User 2025 Season 2 on at

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If any of the responses helped resolve your issue, please take a moment to mark the best answer. This helps others in the community quickly find solutions to similar problems.

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YUN ZHU 95,593 Super User 2025 Season 2 on at

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This is a bit strange, as December postings should not show up in the November report unless there is a problem with the posting date of the original data.

Also, if possible, it is recommended to try the latest Power BI report.

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-powerbi-sales-by-item?wt.mc_id=DX-MVP-5004336

https://yzhums.com/57847/

Thanks.

ZHU

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RH 396 on at

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I get an error when trying to open the "Sales by Item" PowerBI report. The reason we found is because of posting date issues. The invoiced date and shipment dates are not matching for some invoices (some even posted in different years such as Dec24 shipped but invoiced in 2025). This is on sales department.

In terms of: SalesCreditMemoHeader and SalesCreditMemoLine do these also include the sales return order entries? I'm not seeing anywhere in BC where I could view posted sales returns. Thanks!

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YUN ZHU 95,593 Super User 2025 Season 2 on at

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Hi, Generally, you can find these lines in Item Ledger Entries.
Depending on whether you only have Credit Memo or also use Return Order.

Hope this helps.

Thanks.

ZHU

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Khushbu Rajvi. 20,439 Super User 2025 Season 2 on at

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Please cehck. if this helps: https://community.dynamics.com/forums/thread/details/?threadid=9a66b4e3-3d9e-ee11-be37-6045bdebe084

https://learn.microsoft.com/en-us/dynamics365/business-central/reports/report-113

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