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We urgently need reports by country to fulfil our UK Charity Commission reporting requirements. We currently put countries in contact groups, but this can't be populated in the invoice load so is a very manual process to add them when we need to run our reports

I absolutely need sales by customer by state.

I need to know how many customers in each state and the sales per customer with a sub-total on each state, with breakdowns by class and Sales Account and Sales Person.

This is business critical information (and basic accounting software reporting).

It is not so I can pay sales tax.

This is so that I can run my business and analyze the performance of my company by region (State).

"Smart Lists" like someone suggested is not helpful at all. There is no sales information attached to Smart Lists, no refining by date range or by state(s).

Sorry to be so blunt but you guys really let all of us down completely who use your software by not having this.

It literally means we have to use a 3rd party tool to do basic accounting analysis IF (IF) we can export the client data so that it includes state and sales related information.

Get this report ASAP.....or literally we have to find another solution because we cannot manage our business properly.

Drop that stupid Jax thing which is no help at all. Let us create reports by discrete fields. This one is business-critical so we can meet our tax filing obligations.

Come on Xero, simple request, data is already in the contacts database.
Please make this happen

Our professional indemnity insurers require an income split by state and country, surely even a search and categorise by state would not be too hard?!
The work around I have done is create contact groups of each state, and yes go into each and every contact and allocate them to the appropriate group, and yes that is very archaic to do.

This is a high priority functionality for my clients, who work in several states and are approaching economic nexus. In order to correctly collect and remit sales tax to those states we must be able see when the nexus thresholds have been reached.

The Contact's Smart Lists feature is a barely usable work-around in this case as it does not show total income, nor does it allow us to filter by specific dates, instead only allowing a certain lookback period which doesn't necessarily align with state's fiscal dates. For the purpose of Nexus we can only use smart list to generate a list of customers who need to be reviewed, but we still need to manually open each customer record filter by relevant dates and then manually total income, transaction by transaction, in a separate spreadsheet.

A country/state/zip code filter available in the P&L would be a perfect solution for our needs.

It is possible to look at a list of transactions for each item in the Sales by Item report. However, it is not possible to edit the layout to add custiomer location and therefore not possible to create a report showing both customer location and item(s) purchased.

That would be helpful, as it would show geographic market *********** by item type.

Every company in the US needs to report sales by state. I've been told by support that you require us to use the tracking feature to do this, which I find quite cumbersome, as there is no need to create a tracking category when every contact has a state.
Simply adding the state field to the Income and Expenses by Contact would resolve this.
Please do.

We have a non-sales tax service. We travel to various states to perform this service on-site. I need to run a report of revenue by state for annual state filings.

Even though I moved to NYS 10 years ago I still have pay state income tax to California because I set up my business there. I need to be able to report how much of my income was generated by CA each year at tax time. It would be incredibly simple to add in a feature that can let me filter/search for CA invoices by year or quarter. Please build this feature!

We absolutely need a report of specific income accounts by city, state, and country. Just today our CFO asked for this report. Furthermore, State field should default to USPS standard two characters. Allowing users to type in full names, two letter codes, or any other abbreviation also creates huge issues with reporting.