The Sales By Customer report can prove to be a valuable report to show which current customers are doing the most work with your company.
Step-By-Step Guide
Go to Report in the top menu
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Click Sales By Customer
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Select From, To, Service Types, Compare Date Field
From: Beginning date of date range for financial data to be pulled for customers.
To: Ending date of date range for financial data to be pulled for customers.
Service Types: Service types to be used for calculating customer's total orders and dollar amount (Options include Routed, On Demand, or All Service Types)
Compare Date Field: Date field to be used in date range comparison (Options include DueTimeTo, ReadyTimeFrom, OrderedTime, and Delivered)
Click Run