Question

Customer Sales Summary Report

  • 13 January 2022
  • 1 reply
  • 17 views

I am looking to create a customer sales summary report where sales are summarized by year.  Column heading as follows:

Customer #, Customer Name, 2022 Sales, 2021 Sales, 2020 Sales

Sales are define as Sales Order Invoices.  


1 reply

Userlevel 7
Badge +8

Hi @aaronthomas82 

I could not find any report that is closer to your expected result. You may build one from scratch. Here is one report that gives similar numbers for a period range

Customer History Summary  - ScreenID AR652100

You may check this to get required table/DAC information.

Regards,

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