Using Account Filters on a Sales Report

Written by
Junica Ann Capili
Published on
May 26, 2023 at 6:21:53 AM PDT May 26, 2023 at 6:21:53 AM PDTth, May 26, 2023 at 6:21:53 AM PDT

Scenario

User needs to create a Report which can be filtered by Account.

Solution

To filterSales by Item ReportbyAccount, determine if theAccount typeis the Income type or not.


UseSales Transactions > Account > Nameif user want to filter the report byBalance Sheet AccountslikeAccounts Receivable, Bank Accounts, Undeposited Funds,andOther AssetType of accounts.


UseSales Transactions > Account Line > Nameif user want to filter the report byIncome/Expense AccountandDeferred Revenuetype of Accounts.


This article is true for reports underReports > Sales.

Examples:

  • Sales by Customer
  • Sales by Item
  • Sales by Sales Rep
  • Sales by Partner