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Sales by Client Report

1 min read · Updated June 19, 2023

The Sales by Client report shows a summary of the total income generated from each client and the total income they have paid. This report gives you an idea of how much has been generated within a time period, how much of that income has been paid and by who. To view the sales by client report:

  1. Click Reports from the menu bar and select Reports from the vertical tab.
  2. Select Sales by Client Report
Select Sales by Client Report
  1. The sales by client report is displayed.
  • Note that you can edit the date period on which you want a report by clicking on the arrow in the Date period box
  • Click on Run Report to get your report for the selected period.
Click on Run Report to get your report for the selected period
  1. You can export the report as a PDF or CSV by clicking the Export button and selecting which of the two formats you want. 
  2. Click Export to download your file.