Account management
@careya2 RE: I do not need a filter. I need a Sales By Customer Type Report - Summary. Exactly like the Sales by Rep - Summary Report. (I do not want to see the individual customers, only the Customer Types).
Here's how to create the report:
- Start with a custom summary report. Find it at Reports | Custom Reports ...
- On the Display tab of the Modify Report window, for the rows and columns, select Display columns by "Total Only" and Display rows by "Customer Type".
- On the Filters tab, delete the default All income/expense accounts filter.
- On the Filters tab, add the Items filter and pick "All Sales Items" from the list.
- On the header/footer tab, rename the report as desired.
It'll look something like this when you run it:
