Running the Sales by Customer report

The Sales by Customer report shows you how much revenue each customer has generated during a selected time period. This is useful for identifying your top customers, understanding customer value, and spotting sales trends.

Before you start

• You must have access to the Reports area.
• Your system administrator must have created a COMMERCIAL product for your business.
• You will need to select a date range for the report (or accept the default).
• Optional: decide if you want to filter by specific customers, payment status, or other criteria.

Steps

1. Go to Reports in the main navigation. Open in Usystems

2. Look for Sales by Customer Report in the list of available reports.

3. Click the Run or Generate button to open the report parameters.

4. Set your desired date range (from date and to date). The default usually shows the current month.

5. (Optional) Apply any filters:

   • Select specific customers if you want to narrow results.
   • Choose a payment status (paid, unpaid, all) if your workflow requires it.
   • Filter by sales type, warehouse, or other available options.

6. Click Generate or Run Report to execute.

7. The report will appear on screen. You can now read and interpret the data, or proceed to export or print it.

Tips & common mistakes

• Timing matters: The report shows only sales within the selected date range. If results seem low, check that your date range covers the period you intended.
• Currency: If your business operates in multiple currencies, ensure the report is displaying the currency you expect (usually shown in the column headers).
• Customer filter: If you've applied a customer filter and see no results, verify that the filtered customers have sales in the chosen date range.
• Real-time lag: Data may take a few seconds to appear if your system is processing large volumes of sales.