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Customer - Sales list (report)

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The Customer - Sales list report shows customer sales for a period. You can choose to include only customers with total sales that exceed a minimum amount. You can also specify whether you want the report to show address details for each customer.

The report is based on recorded sales in the local currency (LCY) from customer ledger entries. The total reported sales are in LCY. The total is based on the customers that you include in the report. In other words, it's based on the customers that:

  • Are within the filters on the Customer FastTab.
  • Have total sales that exceed the amount specified in the Amounts (LCY) Greater Than field on the Options FastTab.

Use cases

Sales representatives use the report to:

  • Get an overview of customer sales for a period.

Sales managers use the report to:

  • Monitor the financial performance of the company's sales operations.
  • Identify areas for improvement and set sales targets.
  • Evaluate the effectiveness of sales promotions and campaigns.

Controllers and tax compliance officers use the report to:

  • Report customer sales to tax authorities.
  • Verify the accuracy of customer sales data for tax purposes.

Try the report

Try the report here: Customer - Sales list

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Sales reports
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