Hi, I am trying to find a way to create a report showing me what items and their quantity my customers have purchased for a set time period. I need it to show the customer / item / quantity for that item. Can someone help? Thank you.

Use a custom report. What you want will be fairly complex, with filters and grouping. See Create custom reports | Manager

out the customer name in field as is shown in the picture in the attached post f you change standart item descriptions in the invoice or use several ones for one item it will not work [image] Sales Invoice Total by Item try this is the only solution i have found no item…

Thanks for the tips, I will try to see what I can do.

i used the setting you put, it gave me almost what i need. for some reason it is not showing the Item Code, even though i have chosen that item in the report settings.

Show a screen shot of your custom report definition page. Then show the resulting report (at least the headings and a few rows).

here is the screen shots of the custom report. I just edited the picture where the field “customer is…” for confidentiality reasons. [27%20PM] [49%20PM]

all my products have an item code, and this is how i use them on the sales invoice, purchase order, delivery note, etc. this is why i need the report to show the item code; as the description is not enough for me to know which product it is.

What you must remember about custom reports that query general ledger transactions is that not every ledger transaction contains all the information from the form that generated it. It is, therefore, easy to over-specify a query or include meaningless filters. For example, once you apply the filter…

Thanks for your reply and trying to help out. I will make the report manually for my customer, however it would be great to have such a report available in later versions of Manager.

Hi Again, i managed to get somewhere with this report. I got it to show me all the Item Codes grouped with their qty and amount. I am now having problems with two things: date and customer . I want to see the invoice issue date and only for 1 customer. If I choose customer name or any of the cus…

Custom report Customer and products

Uncategorized

dcVest September 20, 2021, 1:45pm 16

Try this:

Make sure that on the Where line, “Inventory - sales” is typed correctly.

How to sort the details of what items are purchased?

Regarding custom report

Most important 3 improvements suggested

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Product Sold per customer Uncategorized	8	873	April 5, 2024
Help needed - Sales orders - Custom reports Uncategorized	7	537	January 6, 2019
Report on Sold Quantities and Invoiced Items by Period Uncategorized	4	98	February 28, 2025
Quantity of an item sold to customers for specified period of time Uncategorized	12	1215	December 15, 2018
Use of custom report Uncategorized	7	376	January 10, 2021

Custom report Customer and products

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