Sales - Sales by Customer by Month

The Sales by Customer by Month report shows the total monthly sales for each customer over a given year.

Step     Action

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

             Sales section. A Generate Report modal window will open.


   2.      Complete the fields.




Select a Customer option from the drop-down menu.

Sales Rep

Select a Sales Rep option from the drop-down menu.

Select a Year option from the drop-down menu.

    3.      Select {Generate}.

           Note: You may need to confirm the file to be opened/saved before 

          proceeding, depending on your web browser. The file will open or be saved 

          to your computer depending on your web browser.