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Level 1

Sales by customer type report

 I have tried to customize a sales report to show our customer types along with the name of the customer and the sales, however when I run the report, the customer type is missing from the list.

5 Comments
Level 15

Sales by customer type report

"customize a sales report"

Which specific report?

"the customer type is missing from the list."

You filter On customer type; you don't actually see it. You would retitle the report and then Memorize it as a Memorized Report.

You can see this in my attachments.

Level 1

Sales by customer type report

Run a Sales by Customer Type Detail Report. Click the Customize button (top right), under Rows/Columns click the blue link "Change Columns". Add Customer as an option. 

Level 1

Sales by customer type report

 
QuickBooks Team

Sales by customer type report

Thanks for joining us here in the Community, @ben95.

 

Pulling up the Sales by Customer Type Detail Report in QuickBooks Desktop can be done in just a few clicks. I'd be happy to walk you through on how to do that.

 

Please follow these steps below:

  1. Click on Reports at the top menu bar.
  2. Select on Sales.
  3. Choose Sales by Customer Detail.
  4. Click on Customize Report.
  5. Select on Filters.
  6. Under the Choose Filter tab, look for Customer Type.
  7. On the Customer Type section, select on the type of the customer that you wish to show up on the report.
  8. Click on OK.

To give you more details about customizing sales reports and to be familiar with the available reports in QuickBooks Desktop, you may read through these articles:

There you have it. 

 

I'm just around the corner if you have any other questions. I'm always here to help. Have a good one!

Level 1

Sales by customer type report

 
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