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Customer sales and member contributions report

by Intuit Updated 5 months ago

Need a breakdown of your sales or contributions? Create and memorise a customised report that has the subtotal for each customer, donor, or member, and the total amount at the bottom.

REMINDER: The words customer, donor, and member will be used interchangeably in this article.

To generate the report:

  1. Go to Reports (Take me there), then select Management reports.
  2. Search for and open the Transaction Detail by Account report.
  3. Select Customise.
  4. Choose the Report period and set the Accounting method to Cash.
  5. From the Group by dropdown menu, select Customer, Donor, Member or equivalent.
    Note: You can remove unwanted fields by selecting Change columns.
  6. Select Filter and set the Distribution Account to All Income Accounts.
  7. Select Run report.

You can export the report to Excel and add a page break between each customer if you want to get each customer's total on a separate page. For steps on adding line breaks, please see the help options in Excel.

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