The customer group report allows you to track the development of sales per customer over a selected time period. The report enables comparison of changes and adjustment of time periods according to your needs.

The customer group report allows tracking of sales development per customer over a selected time period.

Sales > Reports > Customer Group Report

You can open the view by selecting Sales > Reports > Customer Group Report.

Click the customer’s name to open the customer-specific Product group report for the active time period.

Comparison - The menu offers three different comparison methods:

Percentage change from the previous time period
Percentage change from the previous financial period
Percentage of the customer group total

Time period - The menu offers three different time periods:

Monthly periods
Quarterly periods
Financial period ranges

If the time period selected is Financial period or Quarterly, the year displayed can be changed above the table using the "<<(year) and (year)>>" options:

Select <<(year) to move to the previous year.
Select (year)>> to move to the next year.

If the time period selected is Monthly, the "<<Previous and Next>>" functions are also available (one click moves the table by one month).

Select <<Previous, to move to the previous month.
Select Next>>, to move to the next month.
Note that one click moves the table by one month.

Keywords: Customer Group Report

Frequently asked questions

Question: How do I open the Customer group report?

Answer: Select Sales > Reports > Customer Group Report and the report will open.

Question: How do I view the Product group report for a single customer?

Answer: On the Customer group report, click the customer’s name to open the customer-specific Product group report for the active time period.

Question: What comparison methods are available in the Customer group report?

Answer: In the Comparison menu you can choose between three comparison methods: percentage change from the previous time period, percentage change from the previous financial period and percentage of the customer group total.

Question: How do I select the time period for the report?

Answer: In the Time period menu, select Monthly periods, Quarterly periods or Financial period ranges, depending on which time range you want to view.

Question: How do I change the displayed year when using Financial period or Quarterly periods?

Answer: Change the displayed year above the table using the "<<(year) and (year)>>" options to move to the previous or next year.

Question: How do I move forward or backward by month when using Monthly periods?

Answer: Use the "<<Previous and Next>>" functions; one click moves the table by one month.

Keywords: Customer Group Report

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.