Pivot by Customer Report

Open Pivot by Customer Report

Updated over a week ago


This article explains how to open Pivot by Customer Report. This report displays Sales data by Month sorted by Customer.

Detail Steps

To access Report:

  1. Open WMS.

  2. Select Reports > Sales > Sales Summary > Pivot by Customer.

  3. Select Report Set (select *Default if no additional customisations done).

4. Select Customer or *Show All.

5. Select Location or *Show All.

6. Select Item or *Show All.

7. Select Supplier or * Show All.

8. Select Job Code or *Show All.

9. Select Referral Source or *Show All.

10. Select Date range.

11. Select Warranty period or *Show All.

12. Select Showing:

13. Select Report Type: Summary or Detail.

14. Generate Report.

Example Summary Type:

Example Detail Type:

Related Information

If you encounter an issue while running Report, please contact Datapel Support team.

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