Profitability by Customer Detail report: options and information

Available in Microsoft Office Accounting Professional 2009 only.

The Profitability by Customer Detail report shows the transactions that resulted in the margin you made with a customer. You can use the Profitability by Customer Summary report to determine which customers you want to examine more closely, and then use the Profitability by Customer Detail report to perform a more extensive analysis.

Open the report

  • On the Reports menu, point to Customers and Receivables, and then click Profitability by Customer Detail.

Report content

Default information in this report includes transactions types and numbers, item descriptions, invoiced amounts, and standard and billed costs. To view other information, such as customer and job groups, salespersons related to a sale, and transaction status, do the following:

  • On the toolbar, click Modify Report, and then in the Modify Report pane, select the appropriate Columns options.

For detailed information about how to view individual transaction details, or modify, display, save, print, or export the report data, see Working with reports. For detailed information about how to filter report data, see Report filter options: Profitability by Customer Detail.

Change date range

To change the date range for this report, do the following:

  • On the toolbar, click the arrow next to Date Range, From, or To.

Sort by report groups

You can sort the groups within the report in addition to sorting the rows within the groups:

  • To sort the groups within the report, on the toolbar, click the arrow next to Sort Report Groups by, and then select an option.

  • To switch between ascending and descending order, click the sort by ascending or sort by descending buttons on the toolbar.

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