Learn More About Your Customers

The Sales History by Customer by Item Report allows you to see a breakdown in sales that first sorts by the customer and then shows the items that the customer purchased.
Some available filters are:
  • Sale date range
  • Customer category
  • Item sold
  • Primary vendor for the item

Running the Report

  1. Select Sales History → Reports → Sales History by Customer by Item Report
  2. Choose an option to Order by from the drop-down menu at the top of the report
    • a. Ordering by Customer #, Item #, Document # puts the report in alphabetic/numeric order by Customer number
    • b. Ordering by Name, Item #, Document # puts the report in alphabetic order by Customer name
  1. Use the tabs of the report to filter for the data
    • a. Use the Customer tab to filter for a customer or group of customers
    • b. Use the Ticket History Line tab or the Item tab to filter for an item or group of items
    • c. Use the Ticket History tab to filter for the transaction information such as date range
  1. Click Preview
  1. Review the report

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