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.

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.
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:

  • Customer 
  • Customer Number
  • Sales Rep
  • January
  • February
  • March
  • April
  • May
  • June
  • July
  • August
  • September
  • October
  • November
  • December
  • Year