How do I Generate Orders by Customer Reports in the Orders App?

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

1. Login and access to the Orders App from the Universal Navigation menu bar.
2. Click on "Reports" from the App header bar.
   
3. You will be redirected to the Reports page. You can generate the Orders by Customer report.
4. 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.
   
5. On clicking on "View Report" option, You can view the report of the orders placed by that particular customer. 
   
6. 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.
   
    
   
   
7. The exported report can be seen in .csv file as shown in the image below:
   

Related links

• Customization
• Creation