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How do I Generate Orders by Customer Reports in the Orders App?
Updated on September 13, 2017 05:38AM by Admin
Orders App includes all the details of the Purchase orders placed by the Customers to the company. It is vital for any business to provide items/products promptly to the customer on the basis of the order placed by them. You can generate Reports of the particular customer for their orders placed.
Steps to Generate Reports
- Login and access to the Orders App from the Universal Navigation menu bar.
- Click on "Reports" from the App header bar.
- You will be redirected to the Reports page. You can generate the Orders by Customer report.
- Enter the Customer name or search for the Customers using the Search option and enter the Created to & Created from date to get the report of the orders placed during the entered period.
- On clicking on "View Report" option, You can view the report of the orders placed by that particular customer.
- To export the report, click on "Export" -> .csv -> All fields" button to view the report in the .csv file. You can also export using .xls file.
- The exported report can be seen in .csv file as shown in the image below:
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