Sales Report to Show Quantity of Products Sold & Customer Category who made the purchase

To create a Sales by Report showing quantity of products sold and customer category who made the purchase:

1. Navigate to Reports > Sales > Sales by Customer
2. Click Customise button
3. In the Add Fields section (left side), expand the main +Customer/Project folder. 
   • Screenshot:
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4. Look for the +Customer Category folder under it, expand, then choose Name
5. Still in the Add Fields section, expand the main +Sales folder
6. Look for Quantity under it and click to add
7. Look for the +Item folder under it, expand, then choose Name
8. At this point, you will have 5 columns in the Report Preview: Customer, Sales, Customer Category: Name, Quantity, Item:Name
9. In the Report Preview (center), click on "Item: Name" column to highlight, then click Move Left button repeatedly until it is on the left-most side
10. Tick the Group checkbox below
11. In the Report Preview, click on "Quantity" column to highlight, then tick the Add Grand Total checkbox below
12. Re-arrange the other columns as needed by using the Move Left and Move Right buttons
13. Enter a unique Report Title
14. Click Save

 
Sample screenshot of Report Preview:
 

• The report should show the Sales based on Items, showing Quantity sold, Sales amount, Customer Category, and Customer Name.

Alternatively, you may also Remove the 'Customer' or the 'Customer/Project: Name (Grouped)' column, move Customer Category Column in the 2nd left-most column, then tick Group with Previous Column box. See screenshot:
 

 

• This will display a more summarized version of the report where it is first Grouped by Item then by Customer Category, showing the Quantity and Sales.