This report displays customer sales for multiple accounting periods in spreadsheet format, based on recorded invoices, not including orders or quotes.
Report Tip: This report lets you look at customer sales on a month-by-month sales basis. Every few months, run this report from the beginning of the year to the current month. Scan across the rows. If any number (good or bad) jumps out at you and you can't figure out why, run the Sales [Customer Summary] report for that month.
To select multiple months, click and drag the month selector in the Report Customization window.
To find this report:
Index to Reports window > Sales Tab > Customer Header
| Name | October | November | December | Total |
_______________________________________________________________________________________ | ||||
| Acme Sales Inc. | $17,001.75 | ($403.75) | $1,567.50 | $18,165.50 |
| Boffo Products | $0.00 | $10,225.00 | $3,618.00 | $13,843.00 |
| Widgets by Smith | $0.00 | $10,000.00 | $13,700.00 | $23,700.00 |
| Total: | $17,001.75 | $9,821.25 | $18,885.50 | $55,708.50 |