Sales - Orders By Customer


The Orders by Customer report shows the total number of orders for a specific customer for a specific period.


Step     Action

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

            section. A Generate Report modal will open.

  2.      Complete the fields.


Field
Description
Customer
Select a Customer option from the drop-down.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.
Filter By
Select a Filter By option from the drop-down.

    

 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.