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  1. Sales report - By contact location

    44 votes

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    17 comments  ·  Reports & tax » Reporting  ·  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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    Rose Ye commented  · 

    Can we get more votes on this thread? The sales report by state or country is a critical function for sales analysis.

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    Rose Ye commented  · 

    We need the sales report by location (state) for insurance purpose. We can't get the data from Xero.

    Rose Ye supported this idea  ·