Customer Sales

Purpose

Use the Customer Sales report to analyze sales by customer group and customer, with optional item-level detail.

Roles involved

• Sales manager
• Retail analyst
• Customer relationship manager

Preconditions

• The user needs permission to read Customer Sales.
• Customer groups and sales data must exist.

Navigation path

Reports → Customer Sales

Step-by-step procedure

1. Open Reports → Customer Sales.
2. Select the Date range.
3. Optionally filter by one or more Locations and Customer groups.
4. Enable Show items if item-level detail should be included in the result.
5. Click Filter.
6. Review the grouped output: customer group totals, then customer totals, and optionally item-level lines when Show items is enabled.
7. Use Download report when you need an exported version.

Required fields

• Date range

Validation rules

• Selected customer groups and locations must exist.

Exceptions

• The result changes when Show items is enabled, because the report then groups by customer and item instead of customer only.

Common errors

• Users compare results from Show items and non-Show items mode without realizing the grouping is different.
• Customer groups are filtered incorrectly and users think customers are missing.

Troubleshooting

• If the report is too broad, filter by customer group or location.
• If item detail is missing, enable Show items and rerun the report.