Hi Susan

There are three options. In order of preference:

1) SalesAnalysis Transactions - it's the easiest table to work with and you can easily edit a transaction if you have to. The downside - you have to pull the customer name (and possibly item description) from a linked table.
2) OrderEntry History Header/Details - has a complete set of data, but you have to filter out completed orders, and change the sign of credits to negatives
3) OrderEntry Sales Header/Details (current) - if using the History table takes too long, but the data may not go back very far - same problems as the History table.

Steve