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
By clicking on the customer's name, a customer-specific Product Group Report for the active time period will open.


Comparison - The menu offers three different comparison methods

  • Percentage change from the previous time period
  • Percentage change from the previous fiscal year period
  • Percentage of the customer group's total

Time period - The menu offers three different time periods

  • Monthly periods
  • Quarterly periods
  • Fiscal year periods


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


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

Keywords: Customer Group Report


This article has been translated using an AI-based translation tool.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.