Sales summary report by customer

Question

The Sales [Item Summary] report is grouped by item. Is there a similar report that is grouped by customer name?

CloverQ · Answer

Hi @Leuna

The Sales [Customer Detail] report would be the closest one, it shows the customer names, the quantity and sale amount within a date range. You can customise this report to display the desired columns only, or export it to Excel for further customisation to your preference.

Leuna · Answer

I want to have a table showing what each customer purchased on the date. Something like:

Customer A: Product 1 x1, Product 3 x2

Customer B: Product 2 x3, Product 3 x4

Customer C: Product 5 x2, Product 6 x1

How can I generate this table/list from MYOB?

Thanks.

CloverQ · Answer

Hi @Leuna

The Sales [Customer Summary] would be a corresponding one, which groups sales by customers.

If you have any other questions please feel free to post again at any time.