Customer/Item Sales Report

This report shows a list of item sales for each customer during a selected time period. The report contains information on quantity, sales amount, profit and possible discounts. It can be used, for example, to analyze a company's customer groups.

You can specify what is included in the report by setting filters. If you do not set any filters, the report will include all your records.

On the Customer and Value Entry tabs, you can fill in the standard field filters, or you can select additional filters. To do this, press F3, click the AssistButton and then select the relevant filter(s).

To print the report, click Print. To see the report on the screen before printing it, click Preview.

To set filters in the report, fill in the fields as follows:

Customer

No.: In the Filter field, you can enter the numbers of the customers that you want to include in the report.

Search Name: In the Filter field, you can enter the search names of the customers that you want to include in the report.

Customer Posting Group: In the Filter field, you can enter the customer posting groups that you want to include in the report.

Click the up-arrow in the lower left-hand corner of the window to see the result of the filters you have defined for the table.

To see the sorting keys and determine the order in which the information will be displayed in the report, click Sort.

Value Entry

Item No.: In the Filter field, you can enter the numbers of the items that you want to include in the report.

Inventory Posting Group: In the Filter field, you can enter the inventory posting group that you want to include in the report.

Posting Date: In the Filter field, you can enter the posting dates of the item entries that you want to include in the report.

Click the up-arrow in the lower left-hand corner of the window to see the result of the filters you have defined for the table.

To see the sorting keys and determine the order in which the information will be displayed in the report, click Sort.

Options

New Page per Customer: You can click to insert a check mark in the check box if you want the item statistics of each individual customer to be printed on a separate page.

Print to Excel: Place a check mark in the check box if you want to export the data to an Excel spreadsheet for further analysis or formatting before printing.