Filters

All/Selected Customers
Identifiers
Custom List #1, #2, #3
Sale Status
Dated From/To
From ID -- To
Print Item Totals
Separate Pages

Sort By

Customer

Subtotals / Totals

Subtotal for each Customer: Amount

Grand Total: Amount

Optional Fields

additional fields that can appear in this report by selecting them in the Report Design window

Customer's PO#
Billing Address
Billing Address Phone#1
Billing Address Contact
Identifiers
Notes
Terms
Credit Limit
Volume Disc. %
Tax Amt
Price + Tax
Ship Via
Memo
Freight
Comments
Job
Job Description
Due Date
Promised Date
Item Description
Custom List #1, #2, #3
Custom Field #1, #2, #3
Salesperson
Discount
Total
Referral Source

Drill Down to Source window

roll the cursor arrow over the field[s] identified here and the arrow changes to a magnifying glass; click while the magnifying glass is displayed to open the source window

Click: Customer Name and Card ID
Opens: Profile view of Card Information window

Click: ID#, Date, Quantity, Item/Acct, Description, Amount, Tax, Status
Opens: Sales window