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Sales by Customer Report

Behram Khan avatar
Written by Behram Khan
Updated over 2 years ago

Understand who your biggest customers are with the Sales by Customer report. This report displays total sales and invoice count in the customer currency.

Sales by Customer

Figure: Sales by Customer Report
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A few reasons to use this report:

  • Understand who your top customers by revenue are for a given date range.

  • Review sale size by comparing total sales with the number of invoices issued.

  • Drill to quickly view the sales invoice & credit note level details.

Report Display

This report is grouped by Customer Currency. Additionally, it displays the following columns:

  • Customer Name: Click on the customer name to open filtered Transaction Details Report

  • Transaction Count: Number of Invoices issued to this customer.

  • Amount Before Tax

  • Tax Amount

  • Total Amount

Report Parameters

Start Date – End Date: By default, the report runs for All Time. You can select a date range with the available date range filter.

Do you need further help with the Sales by Customer Report? Feel free to contact our support team via chat, or email.


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