Modify a Customer Sales Report

Before you can perform this task

Select  the Customer Sales report you want to modify:

Customer Sales Summary

  1. In the Home window, open the Report Centre. Select Customers & Sales and then Customer Sales Summary. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Select Include inactive customers.
  4. Select the customers you want to appear in the report. Click Select All to include all of your customers.
  5. In the Select From section, select the type of items you want to report on.
  6. Select the items you want to appear in the report. Click Select All to report on all of the listed items.
  7. (Optional) Select Include inactive items.
  8. In the Report quantities in section, select the unit of measure you want to use in the report.
  9. (Optional) Select Show Locations and click Select Locations. (Premium)
  10. Enter the Start and Finish dates for the report.
  11. In the Report on section, select the revenue sources you want to include in the report:
    1. Inventory & Service amounts
    2. Freight amounts
    3. Other amounts - includes all goods and services not in the Inventory & Services List, such as items without an inventory record that are entered on an invoice, or items that have been deleted from your inventory list
  12. (Optional) Customize the:
  13. (Optional) Save the report as a template in My Reports.
  14. Click OK to display the report.

Customer Sales Detail

  1. In the Home window, open the Report Centre. Select Customers & Sales and then Customer Sales Detail. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Select Include inactive customers.
  4. Select the customers you want to appear in the report. Click Select All to include all of your customers.
  5. In the Select From section, select the type of items you want to report on.
  6. Select the items you want to appear in the report. Click Select All to report on all of the listed items.
  7. (Optional) Select Include inactive items.
  8. In the Report quantities in section, select the unit of measure you want to use in the report.
  9. (Optional) Select Show Locations and click Select Locations. (Premium)
  10. Enter the Start and Finish dates for the report.
  11. In the Report on section, select the revenue sources you want to include in the report:
    1. Inventory & Service amounts
    2. Freight amounts
    3. Other amounts - includes all goods and services not in the Inventory & Services List, such as items without an inventory record that are entered on an invoice, or items that have been deleted from your inventory list 
  12. (Optional) Customize the:
  13. (Optional) Save the report as a template in My Reports.
  14. Click OK to display the report.

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