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Sales By Customer
Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a week ago

To get to the "Sales By Customer" Reports Tab you will follow the Tabs below:
Reports--->Sales--->Sales By Customer  (refer to the image below)

Once you select the "Sales By Customer" option you will see the screen below:


  • (RED): The area in red is where you will enter in the Date Ranges for the report you are generating.

  • (ORANGE): You can use this drop down menu to select the different Branches of your Company. (if applicable)

  • (GREEN): You can select whether you would like the Report based off of "Closed Out Date" or "Move Date".

  • (BROWN): "Billed jobs" this checkbox will allow you to view the jobs that have not yet been paid, but have been billed.

  • (LIGHT BLUE): Once you've selected your Date Ranges you will click the "View" Button.

  • (DARK BLUE): This button gives you the option to export to a PDF File.

  • (PURPLE): This button gives you the option to export to a CSV File.

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