How do I view reports on gross profits / margins?

You can view reports on the gross profit generated over a time period with drill-down by customer or rep.

  • Log in to the Onsight web console at
  • Click on ‘Reports’ from the left-hand side menu.
  • Click on the ‘Sales’ tab at the top and select ‘Gross Profit’ from the drop-down menu.
  • Click on the drop-down at the top of the screen to choose the time period for the report. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”.
  • You will be presented with a graph showing the gross profit generated for that time period.
  • Gross profit is calculated as revenue (excluding taxes) less cost of sales. Cost of sales is determined by the cost price for each product sold. If you have not loaded any cost prices then your Gross Profit reports will not display the correct values.
  • You can refine the report further by selecting a specific sales rep or a specific customer from the drop-downs at the top of the screen.
  • If you are viewing monthly data, you can drill down further to see daily data by clicking on one of the months.
  • Click on the documents icon in the top right hand corner to see a detailed listing of all the orders and quotes.
  • You will be presented with a table that lists all of the orders and quotes with values for revenue, costs of sales and gross profit.
  • Click on the ‘Export to Excel’ link at the top of the table to download the data to an Excel file.
  • Click on the ‘Export to CSV’ link at the top of the table to download the data to a CSV file.
  • You can click on the order number. The order details will appear. For each line item you can see how the gross profit is calculated. The cost price, revenue, cost of sales and gross profit values will be shown for each line item.