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Bailey Teteris
Level 1

Is there a report that shows sales by customer AND product on the horizontal axis and months/time on the axis to review produce sales mix by customer over time?

 
2 Comments 2
Bailey Teteris
Level 1

Is there a report that shows sales by customer AND product on the horizontal axis and months/time on the axis to review produce sales mix by customer over time?

Sorry, months/time on the Horizontal axis.

Trish_T
QuickBooks Team

Is there a report that shows sales by customer AND product on the horizontal axis and months/time on the axis to review produce sales mix by customer over time?

Hi Bailey,

 

Welcome to Community!  QuickBooks Online provides a large variety of reports with customization options, so you can see what matters most.  I'd be glad to assist!

 

I suggest taking a look at the Sales by Product/Service Detail report.  Here's how;

 

1. Open Reports from the left menu

2. Enter Sales by Product/Service Detail in the Search field

3. Click on Customize

4. Choose your Report period

5. Under Rows/Columns select Group by Month

6. Click on Rows/Columns

7. Select your preferences

8. Open the Filter

9. Use the ▼ dropdown menu to select the Transaction Type, Customer, Product/Service, Service Date, and any other information as you see necessary

10. Hit Run report

 

If you require additional assistance, contact us outside of Community.  We'd love the opportunity to work with you in real time, and ensure you're able to successfully locate and customize the report that's best for you!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
 

Feel free to reach out with other questions.  We're always happy to help!

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