The Profit By Customer report shows markup, margin and profit for customers.


Run the Report

  • Select Reports > Analysis > Profit By Customer
  • Choose a Customer (leave as Select an Option for all Customers)
  • Choose a Sales Rep (leave blank for all)
  • Choose a Date Range (leave blank for all)
  • Click Generate


Data Included in the Report

  • Customer Name    
  • Customer Number    
  • Sales Rep    
  • Cost    
  • Price    
  • Profit    
  • Markup    
  • Margin