Sales - Sales by Customer by Month : DocketManager

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.

Field	Description
Customer	Select a Customer option from the drop-down.
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.
Year	Select a Year 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. The file will open or be saved

to your computer depending on your web browser.

Report columns include:

Sales - Sales by Customer by Month Print