Customer Quick Reports - Salespeople

Customer Quick Reports are designed to give you as much information at-a-glance as possible, without making you run full reports to find something simple.

What you'll learn

• How to run a Customer Quick Report
• How to export a Quick Report

This feature is found on the View Customers screen, foun under the Customers option on the Navigation Menu.

This report allows you to see basic information for Last Year To Date, Last Year Total, Year To Date, the difference between this and last year, and the last time they ordered.

The Show All button allows you to toggle between the default option of seeing only orders within the last calendar year, and ALL sales for this customer.

The Select Export option allows you to choose how you'd like to Export this report if desired, prompting you to name the file before doing so.