Skip to main content
September 13, 2021
Question

Is there a report to show individual sales per account/customer. We have accounts that purchase from us monthly I'd like to look at 1 accounts sales at a time if poss?

  • September 13, 2021
  • 1 reply
  • 0 views
I am looking for this type of report to do a sales report for them to show year on year what they have purchased from us. I know you have sales reports but it seems they show every customer - can I choose to only have one customer showing? thank you

1 reply

September 13, 2021

Hello Debbie, If you want to only show one customer on the sales report you can in fact filter it to a particular customer, if you go to cusatomise in the top right f the report and under the filter option, select customer and change from all to be the specific customer and then run the report it will show just for that customer, you can also use the add/remove columns in the customise section if you want to add additional columns within a report.