Profit Analysis - Customer Summary report
This report displays dollar sales, profit, profit% and percentage of total sales for selected customers within the period range, 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
From ID: To
Amount: From/To
Salespeople
Referrals
Categories
Ship Via
Promised Date and To
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 Name
Subtotals / Totals
Grand Total: Sales
More Report Fields (not preselected)
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
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
Name
or a sales figure to open the
Card Information
window for the customer.
View sample
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