Account management
Thank you for joining into this thread, @Garys Audio and Video!
You can pull up and customize your Transaction List by Customer report to show all transactions you've sent. I'm here to help you accomplish this.
- Go to the Reports page.
- Select Standard.
- Scroll down the page to Sales and customers category of your reports.
- Choose Transaction List by Customer.
- Click Customize.
- Select Rows/Columns and then choose Sent.
- Under Filter, select Transaction Type and Sent.
- From the Transaction Type menu, select Invoice, Sales Receipt, and Estimates.
- On the Sent drop-down menu, select All.
- Click Run report.
In addition, here's a couple of screenshots for your visual reference and an article you can read to learn more about customizing your report: How to Customize Reports?
Lastly, you can also save this customized report by clicking Save customization. Once done, you can find this report by going to your Custom reports tab.
As always, you can leave a comment below or start a new thread if you have any other concerns. I'll be keeping an eye for your response.
