Customer Sales Summary Report

  • 13 January 2022
  • 2 replies

Userlevel 1

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.  


Best answer by vkumar 13 January 2022, 11:35

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2 replies

Userlevel 7
Badge +11

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.


Userlevel 1

There should be an inbuilt generic inquiry for this. Everyone needs to see what customers are increasing or decreasing in sales.


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