nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

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

StephG

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.

Accepted answers

Acctd4

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

No problem @StephG 😊

All comments

Acctd4

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:

😊

StephG

Awesome! Thanks so much for your help 😁

Acctd4

No problem @StephG 😊