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Configure the State Sales Report

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Last updated on Aug 26, 2026

Use the State Sales Report to summarize Revenue or Invoices by one of two available State fields:

Customer: State
QuickBooks Profile: State

State Sales report with revenue by customer state across six months, one blank-state row and one Georgia row, totalling 16,825.95

Configure options

Go to Reports > Add Report > Finance Reports > State Sales to open the report builder.

State Sales Report Builder with Filter On, Revenue Book, revenue and DR/UAR account sources, and Calculate By set to Customer State

Option	Description
Currency Presentation	Choose Home Currency or Local Currency. Only appears if multicurrency is enabled in your account.
Registers	Select one or more Registers. If none are selected, all are included.
Filter On	Choose whether to scope the report by Accounts, Items, or Item Groups, then select one or more of the chosen type. If none are selected, all are included. For important caveats when selecting Items or Accounts, see Items, Accounts, and Filters in Finance Reports.
Date Range	Select fixed Custom Dates or one of the date range options.
Periodicity	Choose Monthly, Quarterly, or Yearly.
Calculate By	Select one or more fields to add a row for each unique combination: Customer: State - selected by default. QuickBooks Profile: State - only available if your account has QuickBooks integration enabled. Customer: Name Customer: Number Contract: Number
Operation	Select Revenue or Invoices.
Revenue and Invoice Filters	Select one or more filters and appropriate matching criteria to filter in or out relevant Transactions and or Invoice Line Items. All filters are combined with AND logic. For important caveats when using Revenue and Invoice Filters, see Impact of Filters on Deferred Revenue and Unbilled AR.

Customer: State versus QuickBooks profile: State

Calculate By offers two different State fields, pulled from two different sources, so it's worth knowing which one you're using.

Customer: State (labeled State/Province in the Customer's Analytics Information section) is selected by default. It's an independent field on the Customer record.

Add Customer form with the billing city and the separate Analytics Information city both arrowed, alongside a Validate with AvaTax control

If your account has QuickBooks integration enabled, you can select QuickBooks Profile: State instead. This pulls the State/Province field from the Contract's QuickBooks Billing Profile, a separate field from Customer: State that isn't kept in sync with it. The two values can show different states for the same Customer.

Report results

The Calculate By fields Customer: Name, Customer: Number, and Contract: Number are drill-down hyperlinks in all variations of the report. Drill-down by Customer: State or QuickBooks Profile: State isn't available. When the report's Date Range covers more than one period, a Full Range totals column is also added automatically.

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