Sales [Customer Detail] report


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
Ship Via
Promised Date Range
Customer PO #
Sale Status

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
Notes
Terms
Credit Limit
Amt Paid
Current Balance
Tax Amt
Amt + Tax
Ship Via
Memo
Freight
Comments
Job No.
Job Name
Job Description
Linked Customer
Job Status
Due Date
Promised Date
Item Description
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Total
Tax ID

Finishing Choices

Separate Pages
Add to Reports Menu
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