Sales [Customer Detail] report

Sales [Customer Detail] report

This report displays the invoice line items, including quantity sold, for all sales to the selected customers within the period range.

Report details

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

Sale Entry: All Sales/Web Sales/Non-Web Sales
Currencies
Web Store Description
Sorted by
Customer
Subtotals / Totals
Subtotal for each Customer:
Amount
Grand Total:
Amount
More Report Fields (not preselected)
Location ID
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 Item Totals
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click a Customer Name or Card ID to open the Card Information window.
Click ID #, Date, Quantity, Item/Acct, Description, Amount, Tax or Status to open the Sales window.
View sample
Reports List