Customer Sales History Report

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Read the report selection overview

The Customer Sales History report lists sales totals for each of your customers. Sale amounts are derived from recorded invoices in the Sales/Invoicing window as well as cash sales entered using the Apply to Revenues tab in the Receive Money window.

Options

  • Select the Optionsbutton to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:
  • Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select Range, you can enter a beginning and ending date.
  • Sort by: You can sort by customer ID, customer name, or customer ID then item ID.
  • Print Report in Summary Format: Select this check box to summarize sales totals by customer.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.