Running the Item by Customer Sales Analysis Report

  1. Open the Item by Customer Sales Analysis Report.
  2. Specify this information:
    Display Header
    Select this check box to include report headers in the output.
    Print Detail
    Select this check box to include the customer information, the items that the customer purchased, and customer sub-totals in the report output.
    Orders
    Select which order types to include in the report: parts, sales, or SRO.
  3. For these fields, select the range of values to include in the report:
    • Customer
    • Item
    • Invoice Number
    • Invoice Date
    • Manufacturer
  4. Click Preview to view the output before running the report.
  5. Click Print to run the report and print the output.