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Created by Coleen Graber
Created on Aug 3, 2023

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Add a Report for listing customer sales by State

Currently, there is no option to get a sales report by state. If you use Order Entry they is a report in the Customer Report Library that sorts by state, but does not give you totals. But that does not help if you only use AR.

Customer need a sales report by state to report state income.

See KB #66139 Is there a sales report by State?

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    |     Aug 31, 2023

    I just tested it under OE sales order report. For all customers or just uncheck box to choose a single customer. sort by: customer ID, choose date, status: closed. Then go to filters, data field: customer state, condition: equal to, Value: put whatever state you are looking for. It will show you all customers for that state & their totals. I hope this help some.