Modify a Customer Sales Report

To modify the Customer Sales report:

  1. In the Home window, open the Report Centre. Select Customers & Sales and then Customer Sales. Click Modify this report.
  2. (Optional) Select the Template you want to use for the report.
  3. (Optional) Select Include inactive customers.
  4. Select the customers you want to appear in the report. Click Select All to include all of your customers.
  5. Enter the Start and Finish dates for the report.
  6. (Optional) Customize the:
  7. (Optional) Save the report as a template in My Reports.
  8. Click OK to display the report.