Sales - Sales By Customer


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

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.