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.
Before you start
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 Introduction to 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.
Fields
| 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. |