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The Marketing - Sales By Customer By Template Group report shows total sales for each Template Group per Customer for a specified period of time.



Step     Action

  1.       Select {Reports} and then select {Marketing - Sales By Customer By Template Group} under the Marketing section. A Generate Report modal will open.



   2.      Complete the fields.


Field
Description
CustomerSelect a Customer from the drop-down menu.
Sales Rep TypeSelect a Sales Rep Type from the drop-down menu.
Sales RepSelect a Sales Rep from the drop-down menu.
Start DateSelect a Start Date from the calendar.
End DateSelect a Supplier from the drop-down menu.


    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    
  • Template Group    
  • Total