Sales by Customer Detail - Cash Basis report: options and information

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2009 only.

The Sales by Customer Detail report contains detailed information about the total sales made to your customers over a selected time range. You can use this information to determine which actions have been successful or unsuccessful. For example, if sales to certain customers are not performing well, you can promptly adjust your marketing efforts to prevent long-term damage to your business profits, or you can decide to focus on more profitable customers.

Note: This is the cash basis version of this report. For the accrual basis version, see the link under Related topics.

Open the report

  • On the Reports menu, point to Cash Basis, and then click Sales by Customer Detail.

Report content

Information in this report includes transaction types (invoices or customer credit memos) and numbers, items sold, quantity sold, and amounts. To view other information, such as sales order numbers related to invoices, payment terms, due dates, or shipment dates, 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 Filter reports.

Change report basis or date range

To change the report basis for this report, do the following:

  • On the toolbar, click the arrow next to Report Basis, and then select Cash or Accrual.

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.

*Foreign currency

When Microsoft Office Accounting 2009 is set to use foreign currency, this report displays the amounts in the customer currencies. In addition, the report changes to include columns that show the three-letter codes for the account currencies and the amounts in U.S. dollars (USD).

For more information about using foreign currency in Office Accounting 2009, see Use foreign currency.

Related topics

Sales by Customer Detail report: options and information

About cash basis and accrual basis accounting

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