This report, the YTD Period Sales Analysis By Customer report, takes the Sales Order Details By Inventory Item (SO611500) report and makes the following changes to it:
- Groups by Customer instead of by Item
- Replaces the Start Date and End Date parameters with one Period parameter which is required
- Amounts are shown in the Base Currency, not the Document Currency
- The YTD Period column shows the Line Total value from the Sales Order Details By Inventory Item (SO611500) report if it falls on or before the month in the Period parameter and within the same year as the Period parameter
- The YTD Period Last Year column shows the Line Total value from the Sales Order Details By Inventory Item (SO611500) report if it falls on or before the month in the Period parameter, but the prior year of the Period parameter
- The Change column is simply Period minus Period Last Year
- The Change % column is Change divided by Period Last Year
Screenshots:
How to Download
This report is free and can be downloaded through Gumroad.com