# Customer Reports

Customer reports help reconcile receivables, review customer activity, and analyse sales by customer, group, route, and item. Use them before collection runs and customer reviews.

| Report | Description | |--------|-------------| | [Customer Summary](sales/reports/customer-summary.md) | Quick customer stats from the customer screen | | [Customer Statement](sales/reports/customer-statement.md) | Running ledger of customer transactions (includes sub-branches when parent is selected) | | [Customer Outstanding Bills](sales/reports/customer-outstanding.md) | Open sale invoice balances (includes sub-branch bills when parent is selected) | | [Open Credit Notes](sales/reports/open-credit-notes-report.md) | Unapplied credit note balances | | [Shipping Addr. Based Report](sales/reports/shipping-report.md) | Sales by customer shipping address | | [Sub Branch Sale Report](sales/reports/sub-customer-sale-report.md) | Sales to sub-customers under a parent | | [Customer Wise Sale Report](sales/reports/customer-wise-sale-report.md) | Sales totals per customer | | [Customer Group Wise Sale](sales/reports/customer-group-wise-sale.md) | Sales by customer group | | [Customer Item Wise Sale](sales/reports/customer-item-wise-sale.md) | Customer × item sales | | [Customer Item Group Wise Sale](sales/reports/customer-item-group-wise-sale.md) | Customer × item group sales | | [New Customer Report](sales/reports/new-customer-report.md) | New customers in a period | | [New Customer Bill Lines](sales/reports/new-customer-bill-lines-report.md) | First purchases with bill lines | | [Inactive Customers](sales/reports/customer-inactive.md) | Customers with no recent sales; includes check-in count since the selected date | | [Repeating Customer Sale Report](sales/reports/repeating-customer-sale.md) | Repeat purchase analysis | | [Customer Opening Balance Report](sales/reports/customer-opening-balance-report.md) | Opening balance entries | | [Customer Outstanding By Month](sales/reports/customer-outstanding-by-month.md) | Monthly outstanding grid | | [Customer Document Expiry](sales/reports/customer-document-expiry.md) | Expiring customer documents | | [Customer Rebate Summary](sales/reports/customer-rebate-summary.md) | Rebate accrual from Customer Rebate setup |

FAQ

Which report should I run before a collection visit?
Start with Customer Outstanding Bills for open invoice balances. Use Customer Statement if the customer disputes payments or wants a full ledger. What is the difference between Outstanding and Outstanding By Month?
Customer Outstanding Bills lists current open invoices for one customer. Customer Outstanding By Month shows a month-by-month outstanding grid for trend analysis. How are inactive customers defined?
Inactive Customers lists customers with no sales or receipts since the selected date. The report also shows how many field check-ins were recorded in the same period, so you can spot visited customers who have not yet purchased. Where do rebate accruals appear?
Customer Rebate Summary calculates rebate from schemes set up in Customer Rebate. It does not replace the customer statement for collections. Do I need to select a customer for every report?
Customer Statement and Customer Outstanding require a customer. Group, route, and summary reports can run across many customers using filters on the report screen.
Video — Customer reports