Create a "Sales by Customer" Saved Search where the Total Amount Matches with the Sales Total Amount on the Income Statement

Since the Sales by Customer report has a different total amount when compared with the Sales amount the Income Statement, users may opt to create a Saved Search to match the amounts. 

Solution

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Customer
3. Click Criteria
4. Click Standard 
5. Filter:
• Transaction Fields...Type: is any of Invoice, Cash Refunds, Cash Sales and Credit Memo
• Transaction Fields...Account: is Sales
6. Click Results
7. Click Columns
8. Field:
• Name | Summary Type = Group
• Transaction Fields...Amount | Summary Type = Sum
9. Mark the Show Totals checkbox
10. Click Available Filters
11. Filter:
• Transaction Fields... Date 
• Mark the Show in Filter Region checkbox
12. Enter Search Title
13. Hit Save & Run