Sales by Customer

The Sales by Customer report displays reviews of individual sales transactions for each client, including date, type, amount, and total.

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GENERAL REPORT OVERVIEW

  • Filter your data and/or dates!  Most reports include several filters and a time filter. 
  • Export your data in an XLS, CSV, HTML, JSON or ODS.
  • Sort your data! Most columns' names are clickable to allow you to sort them in alphabetical order according to that field.
  • Search for a specific customer, order, product or other elements in most reports.

 

THIS REPORT'S FILTER(S):

  • Vendor:  Select the specific vendor to appear on the report (it will only show customers from this vendor) or select "Show All"

THIS REPORT'S DATE FILTER(S):  Time will filter by Paid on date (i.e. you can select a range of dates and only customers that purchased something in that time will be shown) or all customers will be shown if no dates are selected.

 

THIS REPORT'S COLUMNS:

Customer: The customer's first and last name as in the LMS. By clicking on the customer's name the Customer Insight page will open

Email: The customer's email address as in the LMS

Income: The customer's income

Amount paid: The total amount paid by the customer (for the total of orders)

Actions: By clicking on "Actions" a new page will open with more details about the specific customer

  • Order ID: The ID of the specific order
  • Customer: The customer's first and last name

  • Email: The customer's email address

  • Products: The customer's income

  • Paid on: The date of the payment
  • Amount paid: The total amount paid by the customer (for the specific order)
  • Total: By clicking on "Actions" a new page will open with more details about the specific customer

  • Discount: The amount of the discount (in the currency of your LMS)
  • Status: The status of the order (completed or not)
  • Invoice: The number of the invoice
  • Quantity: The quantity of purchased products

 

 

For additional assistance, please email HelpDesk@IntelliBoard.net

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