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Other questions
Thanks for joining this thread, Pegasus23.
If you're referring to your Sales by Customer Detail report mentioned in KlentB's post, there's a couple different ways you can customize and filter it by specific customers.
Here's how to filter a report by customer in the new enhanced experience:
- Run your report from the Reports screen.
- Use your Filter option.
- In the Filter by drop-down list, choose Customer.
- From your Options drop-down, pick an appropriate option.
- Using the Value drop-down, specify which customers you do/don't want to appear on your report.
- When you're finished, select the X (Close) option on your Filter screen.
You can also use the Switch to classic view on some customer-based reports, and customize it that way:
- While the report's pulled up, click its Switch to classic view button, then Customize.
- Find your Filter section and expand it, then tick the Customer checkbox and use drop-down list to specify which customers you want to appear on your report and select Run report.
I've also included a detailed resource about customizing reports which may come in handy moving forward: Customize reports
Please don't hesitate to send a reply if there's any additional questions. Have a great Friday!