Annual Customer Sales

Modified on Fri, 29 May 2009 16:50 by kyimin — Categorized as: Sales Force

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Default Menu Location
General Description
Fields/Filters
Standard Report Fields(Page Header)
Standard Report Fields (Line Items)
Summary
Additional Report Fields for Customization

Default Menu Location¶

Reports >> Sales Force >> Annual Customer Sales

Click here for screenshot

General Description¶

Annual Customer Sales screen generates a sales report for a specific customer or all customers for the year requested.

Fields/Filters¶

Year: Requested year for the report

Order Type: Type of order requested for the report

Customer ID: Enter specific customer ID or leave blank for all customers

Priority: Priority type for the report

Standard Report Fields(Page Header)¶

Year

'YEAR - ' + gd_passdate

Order Type

gc_ordtype

Order Status

gc_orderstat

Customer

gc_customer

Standard Report Fields (Line Items)¶

Cust ID

custno

CustName

Customer

YTD Sales

December

month1

November

month2

October

month3

September

month4

August

month5

July

month6

June

month7

May

month8

April

month9

March

month10

February

month11

January

month12

Summary¶

Total

YTD

month1

month2

month3

month4

month5

month6

month7

month8

month9

month10

month11

month12

Additional Report Fields for Customization¶