Hoops includes flexible sales reporting tools that allow you to analyze sales performance across customers, users, and quote owners. Reports can be set by date range and provide a clear summary of your product, decoration, and overall sales activity.

To run a Sales Report, go to Reporting from the main menu and select Sales from the Report Type dropdown.

From here, choose your desired date range and then select the type of report you would like to run.

Hoops includes three different Sales Report views:

Although these reports display information differently, they are all based on the same underlying sales data.

The Sales per Customer report groups sales totals by customer. This allows you to quickly identify your highest-value customers across the selected reporting period.

The report displays:

This report is useful for customer analysis, account management, and identifying top-performing accounts.

The Sales per User report groups sales based on the Hoops user who originally created the SalesDoc.

This helps measure quoting and sales activity by team member.

The Sales per Owner report groups sales based on the assigned Quote Owner.

This is important because Hoops allows users to create SalesDocs on behalf of other users. For example, an internal sales support person may create the quote while assigning ownership to a salesperson.

In this scenario:

If your team does not use quote ownership delegation, these reports will typically display the same values.

At the top of the report, Hoops displays a summary section showing:

It is important to understand that:

Total Decoration Sales + Total Product Sales will not always equal Total Sales.

This is because additional charges such as:

are included in Total Sales, but are not separately displayed in the summary totals.

These values are still fully included in the report calculations — they are simply not broken out into their own summary category.

One of the most important concepts to understand is how Hoops determines the date of a sale.

A SalesDoc becomes a sale when it is converted into a Job.

This means the reporting date is based on the date the SalesDoc was converted into production — not the date the quote was originally created.

In this example:

This ensures that sales reporting reflects confirmed production work rather than draft or pending quotes.

This reporting method gives businesses a far more accurate representation of:

rather than counting quotes that may never proceed.