Sales by Customer rolls a date range’s sales up per customer so you can see who’s driving revenue.
Summary view
One row per customer, ranked by Net Sales:
- Invoice Count
- Gross Sales — sum of invoice subtotals before voids.
- Voided Sales — sales on invoices later voided, shown separately so the gross isn’t silently reduced.
- Net Sales — Gross − Voided. This is the real number.
- Average Sale — Net ÷ non-voided invoice count.
- Last Purchase — most recent invoice date in the range.
Detail view
One row per invoice (Inv #, Date, Customer, Status, Subtotal, Tax, Freight, CC Fee, Total). Use the Customer filter to pull a single customer’s invoice history for the period.
Filters
- From / To — by invoice date.
- Store — limit to one store.
- Customer — focus on one account (most useful in Detail).
- View — Summary or Detail.
How it differs from related reports
- Top Customers (RFM) scores customers on Recency / Frequency / Monetary for marketing segmentation; Sales by Customer is the straight dollar ranking for a period.
- Sales by Salesperson and Sales by Category are the same sales sliced by those dimensions instead.
Tips
- Set the range to the trailing 12 months and sort by Net to find your VIPs for a private-event invite list.
- Net excludes voids but not returns — a return is a negative-quantity line that lowers the invoice it sits on. To analyze returns specifically, use the Refunds & Returns report.