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Report on sales to each type of customer

If you have set up customer types to track different kinds of customers, you can create reports that show sales to each type of customer.

To do this task

  1. Choose Reports > Sales > Sales by Customer Summary.

  2. If you want the report to show sales for a period of time other than the current month, click the Dates drop-down arrow and choose a different date range.

  3. Click the Customize Report button.

  4. Click the Filters tab.

  5. Select Customer Type from the Filter scroll box.

  6. Click the Customer Type drop-down arrow, and then choose the customer types you want the report to represent.

  7. Click OK to return to the report window.

  8. If this report will be useful to you in the future, click Memorize.

See also

KB ID# H_RPT_CUSTOM_SALES_CUSTOMER_TYPE_CREATE
9/30/2016 4:49:34 PM
QYPPRDQBKSWS07 9138 Pro 2017 049fff