Scenario
User needs to create a Report which can be filtered by Account.
Solution
To filter Sales by Item Report by Account, determine if the Account type is the Income type or not.
Use Sales Transactions > Account > Name if user want to filter the report by Balance Sheet Accounts like Accounts Receivable, Bank Accounts, Undeposited Funds, and Other Asset Type of accounts.
Use Sales Transactions > Account Line > Name if user want to filter the report by Income/Expense Account and Deferred Revenue type of Accounts.
This article is true for reports under Reports > Sales.
Examples:
- Sales by Customer
- Sales by Item
- Sales by Sales Rep
- Sales by Partner