Profit Analysis - Customer Sales Summary report
Profit Analysis - Customer Sales Summary report
This report displays the original sale amount, the sales tax collected and the current balance for all sales within the date range.
Report details
Filters
General:
Customers: All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Salespeople
Referrals
Categories
Ship Via
Promised Date Range
Customer PO # and To
Identifiers
Sale Entry: All Sales/Web Sales/Non-Web Sales
Currencies
Invoice Type: Both Item and Activity, Item, Activity
Sorted by
Customer
Subtotals / Totals
Subtotals
for each Customer:
Sale Amount
Tax
Current Balance
Grand Totals:
Sale Amount
Tax
Current Balance
More Report Fields (not preselected)
Status
Due Date
Promised Date
Customer PO#
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Discount
Salesperson
Referral Source
Ship Via
Amount Paid
Web Order #
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Customer Name
to open the
Card Information
window.
Click
ID
#
,
Original Date
,
Sale Amount
to open the
Sales
window.
View sample
Reports List
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