Glad to have helped @dougmcbride79. Again, I think Pivot tables are so under used in Acumatica. I’ve started showing them more recently and the feedback is that most people didn’t even know they existed. 

Kandy Beatty: Thank you again.  We have installed your pivot table.  WOW. So helpful.  Our sales team began using it for a long standing issue we had.  Thank you again.  Doug

Thank you so much.  

Hello @dougmcbride79 ,

Did you consider the Sales Profitability Analysis screen? It shows sales order history by customer and item.

Laura

Thank you so much.  Very kind of you.  

Here is what the Pivot Table looks like as well

Hi @dougmcbride79 

There is not one out of the box, but here is one that is I have used for Invoiced Items that you could use if you would like.

I made it into a Pivot Table (these are WAY under used in my opinion in Acumatica) as well!