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Accounting Dashboard
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General Accounting Set up
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Analytic Accounts
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Chart of Accounts
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Day to Day Transactions
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Sales
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Banks & Bank Reconciliations
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Fixed Assets
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Year/Month End
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Reports
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Purchase Order approval
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POS
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POS Reconciliations
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Purchasing
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Non stock purchasing
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Expense Module
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Shopify Sales
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Invoice Reminders
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Customer Statements
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Tax
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Supplier Batch Payment
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Product Categories
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Inventory Valuation Journals
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Analytic Accounts
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Rebates
How to view report for Sales By Customer (Invoice date), Customers spending report (Invoice date)
How to view report for Sales By Customer (Invoice date), Customers spending report (Invoice date)
1. Go to Sales module from the main menu
2. Click on Reporting tab
3. Now we can view the sales analysis report
4. Here from the top row click on the Minus ( - ) sign and remove the available columns
5. Then click on the plus ( + ) sign and filter the columns as order dates based on months
6. Again from the left side column, click on the minus ( - ) sign and remove the existing rows
7. Then click on the plus ( + ) sign and filter the rows based on customers.
8. Also you can use the measures button and filter the measures based on your preferences.
9. Once everything is done you can save the customer spending report in favorites for the future uses.
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