Sales By Customer

Owned by Michelle Cabaya
Last updated: Jan 25, 2023
1 min read

The Sales By Customer report can prove to be a valuable report to show which current customers are doing the most work with your company.

Step-By-Step Guide

  1. Go to Report in the top menu

  2. Click Sales By Customer 

  3. Select From, To, Service Types, Compare Date Field

    • From: Beginning date of date range for financial data to be pulled for customers.

    • To: Ending date of date range for financial data to be pulled for customers.

    • Service Types: Service types to be used for calculating customer's total orders and dollar amount (Options include Routed, On Demand, or All Service Types)

    • Compare Date Field: Date field to be used in date range comparison (Options include DueTimeTo, ReadyTimeFrom, OrderedTime, and Delivered)

  4. Click Run