The Customer Report provides sales statistics organized by customer.

Generating a Report

When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:

• Document Type: Select the document type: Sales Invoice or Receipt, to be counted in the report.
• Folder: Select the specific folder(s) you want to include in the report’s search.
• Date Range: Define the desired timeframe for the data.
• Customer Selection: Choose to list all customers, only those not in your customer list, or a selection of specific customers.
• Search Term: Filter your report by customers, items, or other criteria using a search term.
• Status: Choose the document statuses you want included in the report.
• Show: Select which columns to display .

Viewing and Exporting

After setting your criteria, you have several options:

• [Save]: Click this button to save the report settings. The report calculation will update, and the “Last Generated” timestamp will be refreshed.
• [Preview]: Click to view the report in a PDF format.
• [Print]: Click to send the report directly to your printer for a physical copy.
• Export: Use the export menu at the top to save the report in either PDF or Excel format.

 
Here is a sample output of the report: