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

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

The Sales by Customer Summary report shows the total sales made to customers over a selected period of time.

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

It is important to have information about the results of your marketing efforts. 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.

Open the report

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

Report content

Default information in this report includes customer names, customer groups, and amounts. To view other information or to compare your results to previous periods in dollar or percentage terms, 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.

*Foreign currency

When Microsoft Office Accounting 2009 is set to use foreign currency, you can modify this report to display the payment amounts in U.S. dollars (USD) only or display the amounts in the customer currencies. If you show the amounts in the customer currencies, the report changes to include a column showing the three-letter codes for the customer currencies.

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

Related topics

Sales by Customer Summary report: options and information

About cash basis and accrual basis accounting

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