Customer Purchase History by Group Report (#216)

To start this report select from the main menu Section|Reports... and click on Customers.

Lists the purchases made by your customers by product or supplier group.

The basic lay-out of this report is:

Product Code 1 - Description

Customer A Sales Figures

Customer B

Customer C

Product Code 2 - Description

Customer C Sales Figures

Customer D

Product Code 3 - Description

Options on the customer report include:

Account Code

Type the account code, or click on to select from a list or leave blank to include all accounts on report.

Category

Specify a customer account category if applicable.

Account Type

Specify the account type to report on. Options include regular, standard, all, internal (department), cash/credit card.

Include Tax

By default, the tax portion of the transaction is included as part of the sales total. Untick to exclude tax from the sales figures on the report. The gross margin will also be based on the tax free cost if this option is selected

Options for Groups are:

• Stock group

• Supplier group

Hints & Tips

This report sorts by group in alphanumeric sequence, then by sales total by customer.