Overview
The Sales By Customer Report shows which customers and assets drove your revenue. It covers a period you choose and shows labor and parts margin at every level. You will find it in the Sales section of the Reports tab.
Drilling in
The report is built as a drill down: Customer, then Asset, then Invoice.
Expand a customer to see each of their vehicles.
Expand a vehicle to see each invoice.
Rows link through to the related service or parts orders when the location matches, so you can go from a number straight to the work behind it.
Parts and services are broken out separately. Parts lines are marked with a shopping cart icon.
Labor delta
The labor delta column shows how invoiced labor compares to the hours actually worked, so you can spot jobs billed ahead of or behind the clock at the customer level.
Filters
Date range.
Service sales, parts sales, or both.
Customers: pick one, several, or all.
Locations: if you have access to multiple locations, you can include several at once.
Columns and exports
The Column Selector lets you show or hide columns without affecting other users, and your choices are saved for you. Export to PDF or CSV, as a Summary (collapsed) view or an Expanded (uncollapsed) view. Exports respect only the filters applied on screen and record them in the file.
Good to know
Anyone who can open Reports can open this report.
To see the same numbers cut by sales rep instead of customer, see the Sales By Representative Report.