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Annual Customer Sales

Table of Contents [Hide/Show] 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

• YTD
  

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

• YTD
  

• month1
  

• month2
  

• month3
  

• month4
  

• month5
  

• month6
  

• month7
  

• month8
  

• month9
  

• month10
  

• month11
  

• month12
  

Additional Report Fields for Customization¶