The Customer Profit report shows markup, margin and profit for customers.

Step     Action

  1.       Select {Reports} and then select {Customer Profit} under the Analysis 

            section. A Generate Report modal will open.

  2.      Complete the fields.

CustomerSelect a Customer from the dropdown.
Sales RepSelect a Sales Rep from the dropdown.
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. The file will open or be saved 

           to your computer depending on your web browser.

Report columns include:

  • Customer Name    
  • Customer Number    
  • Sales Rep    
  • Cost    
  • Price    
  • Profit    
  • Markup    
  • Margin