To access this report, click on "Reports" from the main menu, and select "Profit", "By Customer", and "Summary".
You will be prompted identify a "Starting Date Sold" to begin the report, and an "End Date Sold".
Placing a check in the box next to the corresponding fields enables you to click on the date field and enter the specific date.
Clicking the drop down menu will display a calendar from which you can scroll to and select a specific date.
Alternatively, by not identifying the "Starting" and "Ending" dates for the report, Y.E.S.!™ will produce a report containing all information starting from the date the first transaction, and ending with the most recent transaction.
The report lists all transactions categorized by each customer, and displays each customer's company name and name, the transaction's sales ID number, the date of the sale, the name of the employee conducting the sale, your cost for the items, your list or sold price, your profit for the sale and the profit percentage.
Note: If your cost for the items is "0," the profit displayed will be "N/A."
The end of the customer's section provides the total costs for the items, the total for the list price and the resulting total profit and percentage.
The end of the report provides the total costs for all items, the total for the list prices and the resulting total profit and percentage.