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Run report by customer name
I take payments mostly for membership subscriptions. The only data of real importance to me is the customer name and, of course, the amount paid. I canโt see how to select a sales report by customer name, and customised reports donโt offer the option of selecting customer name. Can you help, please?
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Welcome to the Community, @PhilipRW -
The closest thing we have to what you're looking for would be the information on the Customer Directory section of your Dashboard.
There is a small plus sign on the right, where you can add more information to view on each customer.
A specific customer report like you're looking for would be a feature request. I would be happy to tag this for them, so they can see you feedback.
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That's not much help as it doesn't give the date(s) of the individual customer sales. I have found a solution though. If you go to Reports > Item Sales, select the date range and then click Export and select Detail cvs it will download a listing of sales transactions with comprehensive details including Customer ID and Customer name
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