Forum Discussion

Leuna's avatar
3 years ago

Sales summary report by customer

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

  • CloverQ's avatar
    CloverQ
    Former Staff

    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.

    • Leuna's avatar
      Leuna

      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's avatar
        CloverQ
        Former Staff

        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.