Profit Analysis Customer Sales Detail report
Profit Analysis Customer Sales Detail report
This report displays the invoice line items, including quantity sold, for all sales to the selected customers within a 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
Subtotal for each Customer:
Amount
Grand Total:
Amount
More Report Fields (not preselected)
Description
Tax
Status
Location ID
Customer PO #
Billing
Address
Billing
Address Phone #1
Billing
Address Contact
Identifiers
Notes
Terms
Credit Limit
Volume Disc. %
Amt Paid
Current Balance
Tax Amt
Amt + Tax
Ship Via
Memo
Freight
Comments
Job No.
Sub-job Of
Job Name
Job Description
Job Contact
% Complete
Start Date
Finish Date
Job Manager
Linked Customer
Job Status
Reimbursable
Due Date
Promised Date
Item Description
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Discount
Total
Tax ID
Category
Salesperson
Referral Source
Web Store Description
Progress Invoice %
Progress Quote Amt
Progress Remaining %
Progress Remaining Amt
Progress Remaining Qty
Progress Total %
Progress Total Amt
Progress Total Qty
Shipping Service
Tracking Number
Date Shipped
Shipping Notes
Disc %
Ship To Address
Freight Taxable
Freight Tax Amt
Currency Code
Exchange Rate
Card ID
Card Name
Web Order #
Department ID
Department Name
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Display in Origination Currency/Local Currency
Print Item Totals
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a
Customer Name
or
Card ID
to open the
Card Information
window.
Click
ID
#
,
Date
,
Quantity
,
Item/Acct
,
Description
or
Amount
to open the
Sales
window.
View sample
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