If you need to run a Sales report for a group of customers, you can create a reporting group
- To create reports for a group, you will create a reporting group.
- Under Reports, select Invoices, then uncheck the box for All Customers.
- 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:
- Select the date range and click view
Note: These report groups will always be here to select to use another time.