- Click on Reports from the left navigation menu
- Next, click on Profit by Customer Detail
- From the Customer field, you can either select one customer or leave the field blank to view a detailed report from all customers
- For the Order Type, Origin, and Destination fields, they can either be filled in, or left blank to pull all orders and locations
- Next, select a Date Option from the dropdown menu
- Once you've selected a date option, fill in the Start Date and End Date fields
- Click on Confirm to generate the Profit by Customer Detail report
- This report will show you a detailed view of your revenue and expenses grouped by customer name