How do I view… Monthly sales for all customers and a single customer. 3/6/9/12 monthly sales for all customers and a single customer? Thanks, Simon

It’s great to have you here in the Community space, Simon.

Let’s run and customize the Sales by Customer Detail report to view monthly and quarterly sales for all customers.

To view monthly sales for all customers and a single customer, follow these steps:

1. Navigate to Reports, and enter Sales by Customer Detail from the search section.
2. On the Report period dropdown, select This fiscal year.
3. From the Group by option, choose Transaction date by month and select Customer as a subgroup.
4. From there, you should see the monthly sales for all of your customers.
5. Then, to show monthly sales for a single customer, go to Filter and select the options Customer, Equals, and your specific client.

Once done, you can consider exporting or printing your reports to have clearer tracking.

Using the same steps above, select the Transaction date by quarter under the Group by section to view customers' quarterly sales. I’ve also included a screenshot for reference.

If you need further assistance, feel free to let us know on this forum.