Sales By Customer Report

Sales By Customer Report

The report shows a summary of the quantity of sales and total sale amount per customer for the reporting period (12 months) up to the selected date. All sales with authorized invoices within the reporting period are shown. Sales representative is an optional field for this report so organizations can evaluate performance of specific team members.

Prerequisites

  • Managing Cin7 Core Reports

 

Data from this report can be exported in Excel, PDF or RTF format.

Input:

Show last 12 months before

Select a date to set the 12 month reporting period.

Layout

Set to the Default layout. Allows selection of saved layouts, if any.

Save Layout As

Allows saving a layout for potential future use.

Reset Layout

Resets the layout to the default layout or selected saved layout.

 

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.

Output:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.

Field

Customer

Customer name

Sales Representative

Company sales representative responsible for the sale order

Month

Month when the sale invoice was authorized

Data Headers

 

Sales total

Sum of totals of all sales for the reporting period with authorized invoices.

No. of sales

Number of sales with authorized invoices during the reporting period.


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