Monday, September 17, 2018

Create a Report that Shows Sales per Customer with Year-on-Year Comparison

1. Navigate to Reports > Financial > Comparative Income Statement > Customize
2. Edit Columns > Add Budget and Financial: Customer/Job: Name
3. Set Comparative Amount: Alternate Date Range = last fiscal year (e.g., 2014)
4. Set Filters > Budget and Financial: Account (Line): Name equal to Revenue or Sales (or whatever account is used in recording sales). Add.
5. Set Budget and Financial: Date: Enter From and To Dates. Click Done
6. Click Preview

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