The Comparative Revenue Report setting lets you view revenue by customer type, such as Contractor, Homeowner/DIY, or Employee, in the following reports:

  • Today’s Comparative Revenue Report
  • Yesterday’s Comparative Revenue Report
  • Period Comparative Revenue Report

To accurately show revenue distribution, set the customer type for each customer account before you run the report. To learn how to do this, see Customer types for customer accounts.

To view revenue by customer type in any Comparative Revenue Report, in the Additional Settings pane, in the Detail by: list, select Customer Type.


Customer Type report setting for Comparative Revenue Report


Then, press F12 Run Report to view revenue totals by customer type.


Comparative revenue report broken down by customer type

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Printed on: 5/20/22