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Anna13's avatar
Anna13
2 months ago

Sales report by Customer

I want to be able to produce a report that details each sale for a customer within a period of time.   I have tried the standard report titled "Customer Sales (detail) report". but it continually s...
customer sales
sales report
transactions
  • Genreve_S's avatar
    Genreve_S
    2 months ago

    Hi Anna13,

     

    There is a possibility the dates are filtered to not include the sales transactions you are trying to find. I recommend checking each sale transaction and comparing its transaction dates to the report. If the report includes the dates of the transaction and the transactions do not appear still. You will need to reach out to support to further troubleshoot why the transaction does not appear. You can reach them by creating a support ticket from the MyAccount window or live chat via MOCA. 

     

    Regards,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 months ago

Hi Anna13,

 

There is a possibility the dates are filtered to not include the sales transactions you are trying to find. I recommend checking each sale transaction and comparing its transaction dates to the report. If the report includes the dates of the transaction and the transactions do not appear still. You will need to reach out to support to further troubleshoot why the transaction does not appear. You can reach them by creating a support ticket from the MyAccount window or live chat via MOCA. 

 

Regards,
Genreve

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