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Sales by Customer Report Guide

Understand who your biggest customers are with the Sales by Customer report. This report displays total sales and invoice count in the customer currency.

Sales by Customer
Figure: Sales by Customer Report

A few reasons to use this report:

  • Understand who your top customers by revenue are for a given date range.
  • Review sale size by comparing total sales with the number of invoices issued.
  • Drill to quickly view the sales invoice & credit note level details.

Report Display

This report is grouped by Customer Currency. Additionally, it displays the following columns:

  • Customer Name: Click on the customer name to open filtered Transaction Details Report
  • Transaction Count: Number of Invoices issued to this customer.
  • Amount Before Tax
  • Tax Amount
  • Total Amount

Report Parameters

Start Date – End Date: By default, the report runs for All Time. You can select a date range with the available date range filter.  

Do you need further help with the Sales by Customer Report? Feel free to contact our support team via chat, or email.

Updated on January 21, 2023

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