Analy
z
e Sales [Customer] report
This report displays sales and percentage of total sales for selected customers within a range of accounting periods, based on recorded invoices, not including quotes or orders.
Report details
Filters
General:
Customers: All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated: From/To
Identifiers
Analyze Sales for: [year]
Currencies
Sorted by
Customer Name
Subtotals / Totals
Grand Total: Sales
More Report Fields (not preselected)
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Salesperson
Credit Limit
Customer Terms
Currency
Finishing Choices
Include $0.00 Balances
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
Name
or a sales figure to open the
Card Information
window for the customer.
View sample
Reports List
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