Sales [Customer Summary] report This report displays the original sale amount, the tax collected and the current balance for all sales within the period range. Report details Filters General: Customers: All/Selected Custom List # 1, # 2, # 3 Advanced: Dated: From/To ID: From/To Amount: From/To Employees Referrals Categories Ship Via Promised Date Range Customer PO # Sale Status Identifiers Currencies 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) Promised Date Card ID Custom List # 1, # 2, # 3 Custom Field # 1, # 2, # 3 Freight Discount Total Tax ID Salesperson Referral Source Finishing Choices Separate Pages Add to Reports Menu Prevent Data Changes During Report Generation Display in Origination Currency/Local Currency 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, Tax, Current Balance, Status or Due Date to open the Sales window. View sample Reports list
