Sales by customer detail

Use the Sales by customer detail report to review sales order and return authorization lines by customer. The report defaults to the previous rolling year.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Sales by customer detail.
3. Select Change date range to choose the period.
4. Filter by Sales channel, Customer, Transaction type, Status, or Total transaction amount, as applicable.
5. Review each transaction, item, quantity, and line amount.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

The report sums sales order lines and subtracts return authorization lines.