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Replying to:
MorganB
Content Leader

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Thanks for getting back to me, Upset User.

 

I'd be glad to walk you through the steps to run a Profit and Loss by Customer Report:

 

1. Click the Reports tab in the left navigation bar.

2. Enter Profit and Loss in the search bar.

3. Choose your date range.

4. Select the Display columns by menu.

5. Click Customers.

6. Choose Run report.

 

To view specific customer data in this report, you can select them from the Customer filter, within the customization settings:

 

1. Select Customize in the top right corner.

2. Choose the Filter drop-down.

3. Check the box for the desired customer(s).

4. Click Run report.

 

After completing these steps, you'll be able to view a breakdown of Profit and Loss by each customer, column by column. I'll be around if you have any follow-up questions.

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