GlassJar Accounting Software

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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

— OR —

Comparison Date Ranges

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.

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    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