Combined report request please total sales and total Margin £ & % by customer by period

Hi I need a report function that combines sales by customer and margin by customer £ and % ideally with a combined sales total and total margin £ and % for the report period
ie month / 3 months / 12 months. Can you help please

Thanks for the suggestion, Felicity.

Would you please be able to mock up how you’d like this to look so we can make sure we’re building the report that you need and it has the right columns in it? Can you do this either in Excel and post a screenshot, or you can build a table in reply to this thread (click the cog toolbar icon & choose “Insert Table”, you can right-click on a column to rename it)?

Thank you.