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
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