How do I create this report?
Choose Reports > Sales > Sales by Customer Summary.
This report shows the total sales to each customer and job. It
includes income from parts, services, and other charge items
recorded on invoices or sales receipts. It does not include sales
tax collected or income from reimbursed expenses.
Report on sales by 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
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.
Click the Customize Report button.
Click the Filters tab.
Select Customer Type from the Filter scroll box.
Click the Customer Type drop-down arrow, and then choose the
customer types you want the report to represent.
Click OK to return to the report window.
If this report will be useful to you in the future, click Memorize.
Get the most out of a report
Memorize a report for reuse
Report on sales to a single customer
Select Name from the Filter scroll box.
Click the Name drop-down arrow, select Multiple names, and then select the
If you want to do the report for several customers, select the customers
from the list.
Report on out-of-state sales
Before you can create this report, the
out-of-state sales tax item and sales tax code must already be set up and your sales tagged appropriately.
(Optional) Click the Dates drop-down arrow and choose a different date range.
By default, the report shows sales for the current month.
Click the Customize Report button, and then click the Filters tab.
In the Filter scroll box, select Item.
Click the Item drop-down arrow and choose Out of State (or whatever you've named your out-of-state sales tax item and rate).
To display more than one sales tax item on the report, click the Item drop-down arrow and choose Multiple items. Select the sales tax items that you want to include and click OK.
Click OK to see the report.
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report for reuse
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transactions for this report