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
Card Type: Leads and Customers, Leads, Customers
Lead Source
Lead Status
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Salespeople
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Sale Status: Open, Credit, Closed, All Invoices, Orders, Quotes, All Sales (Default)
Identifiers
Sale Entry: All Sales/Web Sales/Non-Web Sales
Lead Since:/To
Customer Since:/To
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
Ship Via
Amount Paid
Web Order #
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

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