Report filter options: Sales by Customer Detail

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

You can use the Select Filter Options dialog box in the Sales by Customer Detail report to view your report data by customer name and group, amount, date or void status. Select a filter from the Select filter option box to display the options in the Filter options box.

To open the Select Filter Options dialog box, open the Sales by Customer Detail report and then click Filter Options on the Reports toolbar.

Option

Description

Customer group

To filter by specific customer groups, click the Options arrow and then select Selected Groups to open the Select Customer Groups dialog box. Select the supplier groups that you want to appear in the report and then click OK. Click Apply if you want to continue in the Select Filter Options dialog box, or click OK.

Customer name

To filter by customer names, click the Options arrow and then select Selected Names to open the Select Names dialog box. Select the customer names that you want to appear in the report and then click OK. Click Apply if you want to continue in the Select Filter Options dialog box, or click OK.

Date Range

Click the Date Range arrow to select one of the date range options. To create a date range, enter the dates in the From and To fields by typing the dates or by clicking the From or To arrow to display the calendar. Click Apply if you want to continue in this dialog box, or click OK.

GBP Amount

Select one of the filter options and then enter the amount that you want. Click Apply if you want to continue in this dialog box, or click OK.

Void

The default selection hides voided entries. Select Show if you want to view voided entries in the report. Click Apply if you want to continue in this dialog box, or click OK.

Related topics

Display a report

Customers and Receivables reports

Modify a report

* Save a report

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