- Click on Reports from the left navigation menu
- Next, click on Profit by Customer Summary
- From the Customer field, you can either select one customer or leave the field blank to view a summary report from all customers
- 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 Summary report
- This report will show you a summary of your revenue and expenses grouped by customer name