I've had a client request a summary report by Customer and by Supplier. They would like to know what they have invoiced to each customer for the month and what they have purchased from each supplier...
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Hi there tnoord,
Thanks for your suggestion.
I'm wondering if the Analyse Sales [Customer] and Analyse Purchases [Supplier] reports would be a viable option for you and your client? These reports give you the total sales / purchases for your customers / suppliers without listing out each transaction. While they do, by default, also display the percentage of the total sales / purchases that each customer / supplier make up, you can easily remove this by going to Insert/Modify > Show/Hide > clicking on '% Total Sales' > Hide.
Please do note that these reports pull the figures from recorded invoices and bills, not including orders or quotes.
Do let us know how you go with that.
Cheers,
Tallie