Hi @celaineryan,
Rishika here from Better Reports!
I think our app Better Reports can show this easily. I have attached a screenshot below that shows the sample customer details report.
It is also possible to filter the report for a specific period, and schedule the reports to be sent automatically to your email or Google drive at a regular cadence.
Also, there are other built-in reports available like “Customer Balance Summary”, “Profit and Loss by Customer”, etc. We can create custom reports as well, based on your business requirements.
What do you think?
