Forum Discussion

Leuna's avatar
4 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?

3 Replies

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  • CloverQ's avatar
    CloverQ
    Former Staff
    4 years ago

    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
    4 years ago

    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
    4 years ago

    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.