How can I sort a "Sales by Customer Summary" report by Customer Type

SGarr

I am trying to generate a Sales by Customer Summary report that sorts (and sub-totals) by Customer Type, rather than filtering by Customer Type.

Acctd4

No need @SGarr !

… One of the many great features of Reckon Accounts is that you can create your own custom reports 😊 :

Go to Find (from the Edit dropdown menu, along top toolbar) & click on the Advanced tab.

Select the following Filters:

• Account > Sales (or whatever your main Income account for this is called)
• Date > [Enter/select your required dates/range]
• Detail Level > All except summary
• Posting Status > Posting

Click Find to generate search results, then on Report

Under Modify Report …

On the Display tab:

• Choose your Report Basis (NOTE: Accrual = Invoices, regardless of payment status v Cash = PAID Invoices only & Receipts)
• Add/remove Columns as required
• Total by Customer type here & select your preferred Sort … options

On the Header/Footer tab:

• Enter a relevant name in the Report Title box (eg "Sales by Customer Type")

Click OK

Once you have your report how you want it, Memorise it &/or add it to your icon bar so you can easily generate it whenever you need 😊

Acctd4

Possibly … it depends how you're recording entries & what specific info you're wanting to determine from them.

The report above only shows sales forms however if you add the COGS Account along with the Qty & Sales Price Columns, it shows the Income v COGS value amounts for each invoice line:

Acctd4

Hi @SGarr

Unfortunately, I think totaling by a Type will only be available in database-based or detail (rather than summary) reports 😬

SGarr

Thanks, it seems that even in a Transaction Detail by Account report, in the Modify Report-Display-Columns list there is no option to include the "Customer Type" as a column in the report, that could then be exported to excel and sub totaled using a pivot table. Am I right?

SGarr

Hello Acctd4,

Thank you, that's excellent, I thought it could be done somehow!

This leads me to my last question, is there a way to look at profitability by Customer Type? I'm thinking of the Job Profitability Summay type report.

Or, is it possible to see the same report you have shown me, but show the COGS side of the transaction rather then the Income?

SGarr

Thanks Acctd4, in the report I've run I selected Debit, Credit & Balance columns, and when I select the corrosponding COGS Account along with the Income Account, the Total of each Customer Type is giving me the Contribution Margin / GP for each Type, which is also what I was wanting.

Thank you for your help, it is much appreciated.

Acctd4

@SGarr Great to hear 👏🏻👍🏻☺️