Customer Sales Report

This report compares the sales totals of two different dates or date ranges and shows the percentage of change between the two. It provides several different settings for retrieving information, and the first page of the report shows which settings where chosen. Because your selections are saved until you exit the report settings screen, you can go back and modify them after printing.

To generate a Customer Sales Report

1. Select Reports from the Customers menu. The Report List appears with the Customer tab selected.

2. Select Customer Sales Report and click Launch. The Customer Sales Report Options screen appears.

3. Select one of the following report types:

Store to generate storewide sales figures
Salesperson to generate sales figures by salesperson

4. Select one of the following methods for organizing items on the report:

Category
Group
Neither

5. Select one of the following in the Sort By area:

Units to display items from the highest to the lowest number of units sold
Dollars to display items from the highest to lowest dollar amount sold

6. To include items sold on the report, make sure the Show Detail check box is selected. For totals only, clear the check box.

7. Select dates whose sales totals you want to compare:

a. Select the date or date range for current sales from the Report Date Range pop-up calendars.

b. Select the date or date range that you want to compare your current sales to from the Compare Date Range pop-up calendars.

8. Define whether you want to display sales figures in report subgroups:

If you selected the store report type (step 3), select Salesperson or Customer. Then, look up one salesperson, a range of salespeople, one customer, or all customers.

Note: To look up the name of a salesperson or customer, click the Beginning Salesperson, Ending Salesperson or Selected Customer field. Then press and select an employee from the list that appears or look up a customer when prompted. For all salespeople or customers, leave the fields blank.

If you selected the salesperson report type (step 3), look up one salesperson, a range of salespeople, or all salespeople. Then limit the report to one customer or include all customers.
If you don’t want to display the information in subgroups, select Suppress Salesperson/Customer Grouping.

9. Click Print. The Report Window appears.

10. Print the report and close the Report Window.