DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Sales by customer by period


#1

I am still having trouble running a fairly simple report. I would like to run a report showing me the net sales by one customer for a particular period say current month. Thanks in anticipation.


#2

When you say sales by one customer, this can mean different thing to different users. For example, some users imagine to see sales invoice totals (accrual-basis) while others imagine how much customer has paid (cash-basis) and others mean to see sales by customer by particular income account or inventory item.

Can you be more specific as to what you expect to see?


#3

Not to sure of the terminology.
I would like to run a report sales invoice totals by a particular customer. Say for month or year
I.E

Customer ABC 1/11/14…30/11/14

01/11/14 200.00
15/11/14 150.00
30/11/14 100.00

Total 450.00

Hope that makes more sense.

Many thanks for your help.


#4

I too wish the same. Is it available in manager?


#5

Look at the Customer Statement report. For statement type, select Transactions and enter date range. Does that tell you what you want to know?


#6

In Manager Desktop version 15.6.93, this shows balance (pending receivables) only. Not the sales :unamused:


#7

Custom reports will be the way to extract this information.


#8

Then you did not select Transactions for the statement type. Do this when you create a new report.


#9

I assume that “sales by customer by period” is not a super complex requirement for which SQL type solution Custom Reports you are suggesting. :confused:

Custom Reports feature is not-friendly to non-advanced users like me.


#10

@vravani, even if you don’t know how to make SQL queries, there will be many examples you can just copy and paste.


#11

@lubos
from where can i get these examples to simply copy and paste?


#12

Not yet, custom reports are still work in progress. Ask again sometime next month.