I create custom state sales tax reports. The invoice ID number is included, as are all the dollar amounts. I would like to include 'Client' alongside the invoice number to know who they are. See the screenshot below. It would help when cross checking with paper checks and credit card amounts received.
The set up for custom reports doesn't allow clients to be added to the summary report. See screenshot below.
If I use 'Add New Grouping Tier...', all 300+ clients show up in the summary report, but only 10 or 12 of them have income to report! Is there a way I'm missing to add 'Client' and still retain the compact size report as in the first screen shot? Thank you!