How can I create a report showing monthly sales figures by customers?

StephG · March 21

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.

Acctd4 · March 21

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:

😊

Acctd4 · March 22

No problem @StephG 😊

StephG · March 21

Awesome! Thanks so much for your help 😁

How can I create a report showing monthly sales figures by customers?

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Shaz Hughes Dip(Fin) ACQ NSW, MICB

* 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!)

Shaz Hughes Dip(Fin) ACQ NSW, MICB

* 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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