The sales by customer report will give a business owner an insight into who their best customers are. In addition, you will gain an insight into customers who seldom make purchases, which can help you when creating a marketing campaign to increase customer sales. The sales by customer summary report includes a list of your customers and the total amount sold during the time period specified. We will show you how to customize and generate this report next.
Follow these steps to customize and generate a sales by customer report:
- Navigate to Reports in the left menu bar, as indicated in the following screenshot:
- Scroll down to the sales and customer section, and select the Sales by Customer Summary option, as indicated in the following screenshot:
Similar to the A/R aging report, the sales by customer report also has a sales by customer detail report. The primary difference between the two reports is that the detail report will display...