code on a computer screen close up

November 30, 2017 - By Bredet Services

This report can be used to view the Gross Margin per Customer. It can also be used to view Sales for a particular day or date range. You can filter the report to show all customers, specific customer, Sales Order or even Item.

1. Click Area Page node: Sales and marketing -> Reports -> Statistics -> Customer -> Gross margin by customer.

Form name: Gross margin by customer

2. Switch to the General tab on the Gross margin by customer form.

3. Click Summary if you would like to view a Summary per Customer as oppose to a detailed view. See # 7 for an example.

4. Click the select button.

5. Here you can narrow down what you would like to show up on the report. In the Field field you can select multiple fields to view. In the Criteria field you can filter by what exactly you want to see. If you would like to view the report for a specific date. You would select the Field dropdown and select Date. In the Criteria field you would select the date or date range by adding a “..” between the dates.

6. Click the OK button.

Form name: Gross margin by customer

7. Switch to the Options tab on the Gross margin by customer form.

This is what the report would look like if you select the summary checkbox.

Below is what the report would look like if the summary checkbox was not selected.

Share this story: