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  1. Sales report - By contact location

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

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    Jason Pierce commented  · 

    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.

    Jason Pierce supported this idea  ·