Customer History Report

The Customer History report displays information about each customer’s purchases. In addition to the Reports module, you can access this report in the Customers module. Click the More button in the action bar on the main page of that module. Click Show Report to bring up the Customer History report.

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This report initially has the following sections and column headers:

• Sale Item - The name of each sale item sold to a customer. This column header will appear by default or if you select Customer in the Order By field.
• Customer - The name of the customer who purchased a particular item on a sales order. This column header will appear if you select Sale Item in the Order By field.
• Description - The description of the sale item. This column header will appear by default or if you select Customer in the Order By field.
• SO # - The sales order number the sale item is contained in.
• Shipped - The month, day, and year (MM/DD/YYYY) the item was shipped. If the item hasn’t been shipped yet, this will display its current status of Entered, Picked, etc.
• Qty Shipped - The number of units of an item being shipped, along with their unit of measure.
• Price - The price charged to the customer for each unit of an item.
• Totals - Each customer’s total Quantity Shipped and Price paid for sale items. If you change the Order By field to Sale Item, the total will be for each sales order, not each customer.
• Grand Total - All customers’ total Quantity Shipped and Price paid for sale items.

At the top of the report, you will see your company name followed by the Date Range the report includes. By default, you will be able to see all customers on the report. But you can narrow down the results to a single customer or sale item by using the Optional features on the right of the report.

Optional

These are the Optional fields that you can use to modify the report:

• Customer - A dropdown menu to select a customer to include in the report. All other customers will be excluded if you fill this field with one. By default, all customers are included in the report. You can create a new customer by entering their name in the textbox and hitting Enter or clicking the + Add option. Then fill out the New Customer wizard that pops up.
• Order By - A dropdown menu that enables you to group the information in this report by one of two criteria:
  • Sale Item - Group all sales orders under each sale item.
  • Customer - Group all sales orders under each customer. This is the default choice if you leave this field empty.
• Sales Representative - A dropdown menu that enables you to only display sales orders that were created by a specific sales rep within your organization. You can’t create a new sales rep from here, nor can you select more than one.
• Location - A dropdown menu that shows a list of all of the locations you have created in the Locations module under the Setup module group. Select one to see all sales orders connected to that location and no other. You can create a new location by entering a name for the location in the textbox and hitting Enter or clicking the + Add option. Then fill out the New Location wizard that pops up.
• Report Title - A textbox to enter the title of the report, which will appear at the top in between your company name and the Date Range.
• Sale Item - A dropdown menu to select a sale item from the list of ones you created in the Items module under the Materials module group. You can select a sale item to see all sales orders containing it. You can’t create a new sale item from here, nor can you select more than one.
• Sales Order Number - A dropdown menu to select a sales order from the list of ones that are in the Sales Orders module. All other sales orders will be excluded if you fill this field with one.
• Date Range - Clicking this textbox brings up a calendar to select a start and end date for the report. In addition, you can select one of these options on the right of the calendar:
  • Today
  • Yesterday
  • This Week
  • Last Week
  • Last 7 Days
  • This Month
  • Last Month
• Include Credit Return Items - A checkbox that enables items being returned from customers or to vendors to be included in this report.
• Include Misc Sale Items - A checkbox that enables Miscellaneous Sale Items to be included in this report.
• Include Misc Credit Items - A checkbox that enables Miscellaneous Items being returned from customers to be included in this report.

To select all of the status fields at once, click the Select All Optional checkbox. The Select All Optional checkbox won’t affect any of the dropdown menus or textboxes you see under the Optional header. Those will have to be updated manually. To search for an option in a dropdown menu, click in that field and begin entering text. It will show all options that have that text in them.

To apply your changes and see what they look like in the report, click the GENERATE REPORT button on the bottom-right. And follow the directions at the top of this article to save your changes to a Preset.