Customer Sales Reports PF8

Contents

    Customer sales reports.
    Sales are defined as INVOICES.

    Options:
    MenusSQL > Customers
    1. Reports > Invoices
    2. Reports > Invoice Items
    3. Reports > Invoice Costs/Profit
    4. Reports > Customers > Sales
    5. Reports > Top Customers
    6. Reports > Marketing Reports (See separate article for details)
    7. MenusSQL > SQL Command Center (for Custom Reports)

    Running reports will not cause any data corruption.
    We recommend you explore each of these windows to see the full range of options.

    The Custom Search option will allow you to create filters on the report so you can investigate a narrower range of data such as a date range, shipping state, and any other info on the Invoice or the Customer.


    Reports > Customers > Invoices

    MenusSQL > Reports > Customers > Top Customers

    Can compare year over year.
    Export file.
    Display preferred # of customers.
    The report data comes from Invoices Only

    Invoice Reports can include total sales, items sales, shipping charges, handling charges, discounts, sales reps, and mosst everything you see on the invoice window and the subwindows.

     


    Modified 06/09/2026 – AG

    Updated on October 23, 2026