Customer Report
The Customer Report provides sales statistics organized by customer.
Generating a Report
When you generate a report, it’s a good practice to provide a descriptive name for easy identification later. You can specify various criteria to define your report:
- Document Type: Select the document type: Sales Invoice or Receipt, to be counted in the report.
- Folder: Select the specific folder(s) you want to include in the report’s search.
- Date Range: Define the desired timeframe for the data.
- Customer Selection: Choose to list all customers, only those not in your customer list, or a selection of specific customers.
- Search Term: Filter your report by customers, items, or other criteria using a search term.
- Status: Choose the document statuses you want included in the report.
- Show: Select which columns to display .
Viewing and Exporting
After setting your criteria, you have several options:
- [Save]: Click this button to save the report settings. The report calculation will update, and the “Last Generated” timestamp will be refreshed.
- [Preview]: Click to view the report in a PDF format.
- [Print]: Click to send the report directly to your printer for a physical copy.
- Export: Use the export menu at the top to save the report in either PDF or Excel format.
Here is a sample output of the report:
