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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

    Report on sales by type of customer
  • 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

    Report on out of stat sales

See also

KB ID# H_RPT_SALES_CUSTOMER_SUMMARY
9/2/2015 7:29:09 PM
QYPPRDQBKSWS08 9125 Pro 2015 b5757a