Customer Top Sales Summary Report shows total sales per customer for a selected date range, with totals available with or without sales tax. Customers are listed with cumulative spend and preferred contact details. The report can be printed, exported, or saved as a list in the List Builder for future use.
From the sidebar navigation, click
Reports, then under the Sales section, select Customer Top Sales Summary.
Options:
Print as a Report
- From the Date Range screen, if necessary, change the Start and End dates (or choose from the quick pick list) then select OK.
- In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF.
Save Contacts to List Builder
If you're in the print preview form (from the instructions above), select the Close button before proceeding.
- Under the Sales section, select Customer Top Sales Summary report again.
- From the Date Range screen, if necessary, change the Start and End dates (or choose from the quick pick list).
- Select the
CREATE LIST button, then confirm by selecting Yes.
You will be directed to the newly created list in the List Builder named with the date range and Top Customers.
