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Filters and options in the Sales by Customer report
Reference for all available filters and parameters to customize your report results.
11 Tem 2026
| Filter / Option | Purpose | Notes |
|---|---|---|
| Date Range | Limits the report to sales within a start and end date. | Required. The default is usually the current calendar month. |
| From Date | Start date for the report period. | Transactions on or after this date are included. |
| To Date | End date for the report period. | Transactions on or before this date are included. |
| Customer | Narrows results to one or more specific customers. | Optional. Leave empty to include all customers. |
| Payment Status | Filter by paid, unpaid, or all transactions. | Optional. Filters based on whether the invoice has been fully settled. |
| Sales Type | Limit to invoices, sales receipts, sales orders, or a combination. | Optional. Depends on your business workflow. |
| Warehouse | If your business uses multiple warehouses, filter by location. | Optional. Only appears if your system is multi-warehouse. |
| Currency | Select which currency to report in (if multi-currency is enabled). | Optional. Affects all revenue and amount columns. |
| Include Drafts | Whether to include unsent or unsigned documents. | Typically No for production reports. Check if drafts should count toward revenue. |
| Group By | Aggregate results: by customer (default), by date, or by sales type. | Changes the table structure. |
| Columns to Display | Choose which metrics appear in the report (revenue, transaction count, items, payment status, etc.). | Optional. Reduces clutter if you only need certain metrics. |
How to apply filters
- Open the Sales by Customer Report parameters (see "Running the Sales by Customer report").
- Enter or select your desired filter values.
- Click Generate to apply and view the updated results.
- To reset all filters, look for a Clear Filters or Reset button, or manually re-enter the defaults.
Common filter combinations
| Goal | Filters to Use |
|---|---|
| See top customers this month | Date range = current month; Payment Status = All. |
| Find unpaid invoices from last quarter | Date range = Q3 (for example); Payment Status = Unpaid. |
| Check sales to a specific customer | Customer = [select one]; Date Range = desired period. |
| Compare sales across two locations | Run the report twice: once with Warehouse = [Location A], once with [Location B]. |
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