Modify a Customer Analysis Report

You must have access rights to Reports for Transactions in the Customers & Sales security option.

1. In the Home window, open the Report Centre. Select Forecasts and Analysis and then Customer Analysis Summary. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter Start and Finish dates for the report.
4. Select the ranking method you want to use: Revenue, Quantity, Profit, or Return On Investment.
5. Select either Top or Bottom and enter the percentage of your customers the report should display.

(Optional) Select Include Customers With No Transactions to include customers who have not made a purchase within the reporting period.

6. Select the sales items you want to report on:
1. Inventory & Service items
2. Other items- includes all goods and services not in the Inventory & Services List, such as items without an inventory record that are entered on an invoice, or items that have been deleted from your inventory list
7. (Optional) Select Include inactive items. This is available only if you have included inventory and service items in the report.
8. If you are including inventory and service items in the report, select the items. Click Select All to report on all items in the list.
9. (Optional) Select Show location information, if you are using multiple locations and click Select Locations.
10. (Optional) Customize the:
    • Columns that appear in the report
    • Printer settings for the report
    • Fonts in the report
11. (Optional) Save the report as a template in My Reports.
12. Click OK to display the report.

1. In the Home window, open the Report Centre. Select Forecasts and Analysis and then Customer Analysis Detail. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter Start and Finish dates for the report.
4. Select the ranking method you want to use: Revenue, Quantity, Profit, or Return On Investment.
5. Select either Top or Bottom and enter the percentage of your customers the report should display.

(Optional) Select Include Customers With No Transactions to include customers who have not made a purchase within the reporting period.

6. Select the sales items you want to report on:
1. Inventory & Service Items
2. Other Items- includes all goods and services not in the Inventory & Services List, such as items without an inventory record that are entered on an invoice, or items that have been deleted from your inventory list
7. Inventory & Service Items, Other Items, or both. Other items are items that you have entered manually on an invoice, but have never entered into your inventory records.
8. (Optional) Select Include inactive items. This is available only if you have included inventory and service items in the report.
9. If you are including inventory and service items in the report, select the items. Click Select All to report on all items in the list.
10. (Optional) Select Show location information, if you are using multiple locations and click Select Locations.
11. (Optional) Customize the:
    • Columns that appear in the report
    • Printer settings for the report
    • Fonts in the report
12. (Optional) Save the report as a template in My Reports.
13. Click OK to display the report.