More Details about the Sales (Customer Detail) Report

Index to Reports window > Sales > Customer > Sales [Customer Detail] > More Details

Filters

All/Selected Customers
Identifiers
Custom List No.1, No.2, No.3
Sale Status
Dated From/To
From ID -- To
Print Item Totals
Separate Pages

Sort By

Customer

Subtotals / Totals

Subtotal for each Customer: Amount

Grand Total: Amount

Optional Fields

additional fields that can appear in this report by selecting them in the Report Design window

Customer's PONo.
Billing Address
Billing Address PhoneNo.1
Billing Address Contact
Identifiers
Notes
Terms
Credit Limit
Volume Disc. %
VAT Amt
Price + VAT
Deliver Via
Memo
Carriage
Comments
Job
Job Description
Due Date
Promised Date
Item Description
Custom List No.1, No.2, No.3
Custom Field No.1, No.2, No.3
Salesperson
Discount
Total
Referral Source

Drill Down to Source window

roll the cursor arrow over the field[s] identified here and the arrow changes to a magnifying glass; click while the magnifying glass is displayed to open the source window

Click: Customer Name and Card ID
Opens: Profile view of Card Information window

Click: IDNo., Date, Quantity, Item/Acct, Description, Amount, VAT, Status
Opens: Sales window