How can I get a list of my top customers in the last year, quarter, or month?

This kind of data is available in the Sales & Margin screen:

1. Click on the Sales module, then the Sales & Margin screen
2. Click “By Customer” tab
3. Display options, change to “Yearly” interval (or Monthly or Quarterly)
4. Apply the filters you want (e.g. only 2025, or only Q1)
5. Sort the resulting grid by whatever measure (e.g. margin, hits, cogs, quantity)
   1. You may wish to un-group the grid by the customer so the results look cleaner
6. The resulting, sorted grid, is your top customers by the interval and measure you choose.