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Sales By Customer

Sales By Customer

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 of X Dispatch
  2. Click Sales By Customer 

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

    • FromBeginning date of date range for financial data to be pulled for customers.
    • ToEnding date of date range for financial data to be pulled for customers.
    • Service TypesService types to be used for calculating customer's total orders and dollar amount (Options include Routed, On Demand, or All Service Types)
    • Compare Date FieldDate field to be used in date range comparison (Options include DueTimeTo, ReadyTimeFrom, OrderedTime, and Delivered)
  4. Click Run


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