Customer - Sales list (report)
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 local currency (LCY) from customer ledger entries. The total reported sales are in LCY. The total is based on the customers you included in the report. That is, the customers that:
- Are within the filters on the Customer FastTab.
- Have total sales greater than 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 press CTRL and choose the report link, the report opens in a new browser tab. This allows you to stay on this page while you explore the report in the other browser tab.
See also
Sales reports
Ad hoc analysis of sales data
Sales analytics overview