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