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Custom reports

deb6

I am trying to create a report which shows Sales made during a specified time frame, & I need details of the sale: date, item & amount, but I also need the customer's details: name, company name, address, phone & email.

I need all of this in the one report, is it do-able?

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Accepted answers

Princess_R

Hi @deb6,

Thank you for your post. I'd like to extend you a warm welcome to the Community forum. I hope you find it a great source of information.

While the sales reports and customer details reports are in different categories, I understand your need for a comprehensive overview. If you're looking to run a report that includes both sales details and customer information, this is not currently available. However, you can try to run the sales customer detail report that captures details like date, item, and amount for a specified date range, and you can try to use the "Insert/Modify" tab and add the necessary fields for customer details such as company name, billing/shipping address, phone number, etc. Customize the report columns to display the added customer details alongside the sales information.

For further information about sales reports, kindly refer to this Help article: Sales Reports.

Feel free to reach out if you need further assistance or have additional questions.

Cheers,

Princess

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deb6

thankyou for responding @Princess_R

I read the Sales Report article (was most helpful)

I also tried your suggestion:

I ran the Sales Customer Detail report & then using the Insert/Modify tab I selected the fields that I needed i.e Address & Email Address. But then when I went to Customise the report columns ( by selecting the SHow/Hide feature). I was able to choose Address from the Available Columns list & add it to my report, but Email Address isn't showing in the Available Columns list. Am I doing something wrong?

Your help is appreciated