How do I run a Group Sales report?

If you need to run a Sales report for a group of customers, you can create a reporting group

  1. To create reports for a group, you will create a reporting group. 
  2. Under Reports, select Invoices, then uncheck the box for All Customers.  
  3. Select the customers that you want to add to the group, name the group, and click save.  

Now that you have created your group, you can run your report:

  1. Select the date range and click view  

Note: These report groups will always be here to select to use another time.