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Report Library

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Customer Report Bundle

Everything you want to know about your customers.

Select An Option To Add This Report Bundle To Your Account

Standard Date Ranges

Day
Week
Month
Quarter
Year
OR

Comparison Date Ranges

Day vs Day
Week vs Week
Month vs Month
Quarter vs Quarter
Year vs Year

Choose a default date range. You can further customize the date range once you add this report to your account.

Included Reports

  • Estimates By Customer Report

    This report summarizes estimated customer figures for review and analysis across customers.

    Icon: fas fa-money-check-dollar

    Icon Color: #00D084

    Background: #DFF8EB

  • Income By Customer Report

    Summarize each customer’s income totals over the selected period.

    Icon: fas fa-money-check-dollar

    Icon Color: #00D084

    Background: #DFF8EB

  • Open Invoices Report

    Identify outstanding customer and vendor invoices and their remaining balances.

    Icon: fas fa-money-check-dollar

    Icon Color: #00D084

    Background: #DFF8EB

  • Customer Details Report

    A list of individual customer identification and transaction information for accurate accounting and review.

    Icon: fas fa-money-check-dollar

    Icon Color: #00D084

    Background: #DFF8EB

  • Sales By Customer Report

    This report summarizes sales totals by each customer over a specified period.

    Icon: fas fa-money-check-dollar

    Icon Color: #00D084

    Background: #DFF8EB

Background Color:#DFF8EB

Icon Color: #00D084

Day: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Week: Advanced Custom Field

Month: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Quarter: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Year: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Day vs Day: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Week vs Week: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Month vs Month: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Quarter vs Quarter: 05e73a7a-1dc2-444e-a32a-7e07d10ced47

Year vs Year: 05e73a7a-1dc2-444e-a32a-7e07d10ced47