Sales - Sales By Customer : DocketManager

The Sales by Customer report shows the total sales for each customer for a specified time period.

Step Action

1. Select {Reports} and then select {Sales By Customer} under the Sales

section. A Generate Report modal window will open.

2. Complete the fields.

Field	Description
Sales Rep Type	Select Customer or Order from the drop-down. This pulls information based on the sales rep set on the customer or on the order.
Sales Rep	Select a Sales Rep option from the drop-down menu.
Start Date	Select a Start Date using the calendar.
End Date	Select an End Date using the calendar.

3. Select {Generate}.

Note: You may need to confirm the file to be opened/saved before proceeding, depending on

your web browser. A .csv file will open or be saved to your computer. On PC/Mac the default file

location is in your Downloads folder.

Report columns include:

Sales - Sales By Customer Print