See Overview of report details for more information.

Filters

General:
Customers: All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Employees
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Sale Status
Identifiers
Currencies

Sorted by

Customer

Subtotals / Totals

Subtotal for each Customer:
Amount
Grand Total:
Amount

More Report Fields (not preselected)

Customer PO #
Billing Address
Billing Address Phone #1
Billing Address Contact
Identifiers
Notes
Terms
Credit Limit
Volume Disc. %
Amt Paid
Current Balance
Tax Amt
Amt + Tax
Ship Via
Memo
Freight
Comments
Job No.
Sub-job Of
Job Name
Job Description
Job Contact
% Complete
Start Date
Finish Date
Job Manager
Linked Customer
Job Status
Reimbursable
Due Date
Promised Date
Item Description
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Discount
Total
Tax ID
Category
Salesperson
Referral Source

Finishing Choices

Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Display in Origination Currency/Local Currency
Print Customer Totals
Include Company Name
Include Company Address
Include Report Date and Time

Drill Down to 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