Generating a sales by client report
The sales by client report will give a business owner insight into who their best customers are. In addition, you will gain insight into customers who seldom make purchases, which can help you when creating a marketing campaign to increase customer sales. The sales by client summary report includes a list of your customers and the total amount sold during the time period specified. We will show you how to customize and generate this report next.
Follow these steps to customize and generate a sales by client report:
- Navigate to Reports in the left menu bar, as indicated in Figure 12.9:
Figure 12.9: Navigating to the Report Center
- Scroll down to the sales and customer section and select the Sales by Client Summary option, as indicated in Figure 12.10:
Figure 12.10: Running the sales by client summary report
Similar to the A/R aging report, the sales by client report also has a sales by client detail...
