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Replying to:
BigRedConsulting
Community Champion

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@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:

Capture.JPG

 

 

 

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