How can I create a report showing monthly sales figures by customers?
I'm using Reckons Accounts Plus 2023. I know I can use the Sales Graph but that just gives a total for the month. I need to show the monthly sales figures by customer.
Best Answers
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Hi @StephG
There are a number of reports that can probably show this info. I would use the Sales by Customer Summary with Columns set to display per Month:
Under the Modify Report button (highlighted above), on the Filters tab, you can specify one, multiple or all, for both Customers & Items:
On the Display tab, you can add/remove comparison columns too & choose Cash or Accrual basis:
You can also set it figures to display as Net or Gross amounts & remove inactive &/or zero rows/columns too:
😊
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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No problem @StephG 😊
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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Answers
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Awesome! Thanks so much for your help 😁
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