This report shows the total sales (payments received) for each client within the specified time period.

By default, the report shows total sales for the current month. However, you can change the date range in the top left corner of the screen. The date range currently in use will display underneath the report name.

TIP: In order to enter a custom date range, follow the steps below:

  1. Select “Custom Range” in the dropdown
  2. Enter the start and end date in the two fields to the right of the dropdown
  3. Click on the “Go” button


The report has the following fields:

  • Client: Client Name
  • Total Sales: Total sales for the client for specified time period

You can print a report by clicking on “Print Page” which is found at the top of the report.
TIP: You can click on a field header in order to sort the report by the selected field.