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.


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.