Sales - Sales by Customer by Year


The Sales by Customer by Year report shows the total monthly sales for each customer for the past four years.


Step     Action

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

             Sales section. A Generate Report modal window will open.

  

  2.      Complete the fields.


Field

Description

Customer

Select a Customer option from the drop-down menu.

Sales Rep

Select a Sales Rep 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.