Income sorted by client

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Peter Link

• February 19, 2026 17:19

Is there a way to run a report that will show a list of clients based on the invoiced totals?

for example.

I would like to know the top 10 clients that do business with us and can that report give a total of money spent and their percentage of total monies of ALL invoices since beginning to use flex?

Thanks!

 

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  Aaron Horn

  • February 19, 2026 21:26

  Hey Peter,

  This would need to be a custom report.  If I can assist with this need, shoot me an email.  I've been an endorsed Flex consultant for almost 10 years and have supplied many custom reports to clients.  Thanks, Peter.

  Aaron Horn
  Flex Consultant (endorsed by Flex)
  aaronjhorn@gmail.com

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  Randy - Flex Staff

  • February 19, 2026 21:42

  Peter Link,

  Give the Customer Analysis a shot. It's a definition level report, so you'll need to go to Projects > Element Definitions > Invoice > Reports to set it up in the Enabled Definition Level Reports section. You can choose which Status Options apply to the output.

  I believe it'll give you an "all clients" run-down, but they are sorted by income.

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  Aaron Horn

  • February 20, 2026 20:34

  Peter Link, ignore what I said if the stock report Randy suggested meets your need. Let me know if I can be of assistance if you need a custom version or any other Flex needs.  

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