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Sales by customer summary report

How do I create this report?

Choose Reports > Sales > Sales by Customer Summary.

What this report tells you

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.

Ways to customize this report

  • 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

    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

  • Report on sales to a single customer

    To do this task

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

    2. Click the Customize Report button.

    3. Click the Filters tab.

    4. Select Name from the Filter scroll box.

    5. Click the Name drop-down arrow, select Multiple names, and then select the customer.

      If you want to do the report for several customers, select the customers from the list.

    6. Click OK to return to the report window.

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

  • 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.

    To do this task

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

    2. (Optional) Click the Dates drop-down arrow and choose a different date range.

      By default, the report shows sales for the current month.

    3. Click the Customize Report button, and then click the Filters tab.

    4. In the Filter scroll box, select Item.

    5. 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.

    6. Click OK to see the report.

    See also

See also

KB ID# H_RPT_SALES_CUSTOMER_SUMMARY
7/23/2014 11:17:20 PM
PPRDQSSWS400 9102 Pro 2013 1c52d8