Sales by customer summary

Use the Sales by customer summary report to compare sales 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 summary.
3. Select Change date range to choose the period.
4. Filter by Customer, Transaction type, Sales channel, Transaction amount, or Status, as applicable.
5. Review the average order amount, order count, last order date, and total amount for each customer.
6. To download the results, select Export as PDF for a PDF, or open its adjacent menu and select Export as Excel (.xlsx).

The amounts are based on sales orders minus return authorizations in the selected period.