The Sales by Customer by Year report shows the total monthly sales for each customer for the past four years.

Step     Action

  1.      Select {Reports} and then select {Sales by Customer by Year} 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.

  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
  • 2018
  • 2017
  • 2016
  • 2015
  • 2014