Sales By Customer Group Report

Sales By Customer Group Report


This report will collect the sales orders in a set date range and organize them by customer group. The report will include Order ID, Customer ID, current order Status, Total order price, any Tax fees, any Shipping fees, Discount amounts and Invoice date.


  1. Click Reports.
  2. Click Sales Reports.
  1. You will be redirected to the Managerial Accounting Reports screen.
  1. Click Sales By Customer Group.
  1. You will be redirected to the report. See image below:




  1. In the top right, Click Advanced Filters.
  2. Going left to right, do the following:
  1. Set a Date Range. This will populate data based on invoice dates.
  2. Select a Customer Group.
  3. Select which Order Statuses to populate on the report.
  4. Optional: Click the Search by Creation Date check box. This will populate data based upon when sales orders were created, instead of their invoice dates.
  1. Click Filter.
  2. The report will populate in the Graphs and Quick Preview sections.

To learn more about customer groups see the How to Create Customer Groups article.





    • Related Articles

    • How to Create Customer Groups

      This article will describe how to create a new Customer Group. These Groups can be used to create coupons applicable to only certain customers, or tiered pricing for certain products that can be applied for specific customers. Customer groups will ...

    • Sales by Product Report

      This report will help you track your sales by product by showing you the history of individual product sales over a set date range. The report will populate the Order ID, any cross reference names, the customer group the customer is assigned, the ...

    • Sales by Rep Summary Report

      This report will give you a look at individual Sales Reps performance in a set date range. The report will populate all orders the rep is attached to, in a given time frame. You will be provided with a graph, and pie chart, showcasing the statuses ...

    • Sales by Categories (Group) Report

      This report will give you an overview look at Sales within each of your Product Categories. There are various uses to this report, such as to compare the overall popularity of products within different categories, using it to see the COGS for ...

    • Gross Sales By Category Report

      This report will show you all Sales Orders created for products under a specified category, in a set date range. The report will show the Order ID’s, Customer names, company names, current order statuses, Total order balance, and tax fees, any ...