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View and Use the Customer Sales Report

Complete the following procedure to view a record of individual items and the customers to whom they were sold during a selected date range.

1. Navigate to the Customer Sales screen.

   1. Log In to the Data Center Application to display the Data Center Ribbon Menu.

   2. 

      Select Customer Admin > Customer Sales from the ribbon menu to display the Customer Sales screen.

   

2. Enter starting and ending dates in the Date Range fields and click the Submit button to display data from the entered date(s).
3. Select onscreen options to determine what products are displayed on the screen:
   • Enter a string of characters in the Filter field and press the Enter key to allow only Descriptors that contain the string to be available in the Attributes section.
   • Click an Attribute heading to display its list of available Descriptor options.
   • Check a Descriptor checkbox to add it to the Selected item(s) list. (Uncheck a Descriptor checkbox in the Selected item(s) list to remove it.)
   • Click the Clear button to remove all Descriptors from the Selected item(s) list.
   • Click the Submit button to apply the filters in the Selected item(s) list to the main screen.
   • Sort and Filter Reporting Screen Data.
4. If desired, click the Export to Excel (Table) button to export the data to an Excel file.
5. Click the tab's Close button to close the screen.