Customer Sales History Item

Create a report for a specific customer of their sales history by item including quantity sold and revenue generated. This report contains no item cost or margin information.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customer Appropriate.
Grant permission to the individual report > Customer Appropriate > Customer Sales History Item.

Create Your Report

Item is selected as the Sort Order by default and can not be changed.

When Hide GM and GM% is selected, the columns are not included in the produced report.

All Locations selected by default in Location Selection. Remove the checkmark and enter the Location ID or select F12 to search.

Select one Period or multiple periods for the report.

Learn more about applying a Customer Filter here.

Select All, one or multiple Item Categories in the Category section.

If applicable, select Filter Items to add a filter for the items on the report. See Using an Item Filter for more information.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.