/
Sales by Customer

Sales by Customer

Search our help articles

Description: The Sales by Customer report displays reviews of individual sales transactions for each client, including date, type, amount, and total.

image-20240521-141559.png

Actions:

This view appears when the actions icon is clicked for a specific row.

image-20240521-141824.png

Columns in Report:

The customer's first and last name as in the LMS. By clicking on the customer's name the Customer Insight page will open

The customer's email address as in the LMS

The customer's income

The total amount paid by the customer (for the total of orders)

By clicking on "Actions" a new page will open with more details about the specific customer

Columns in Actions View:

The ID of the specific order

The customer's first and last name as in the LMS.

The customer's email address

The customer’s products

The date of the payment

The total amount paid by the customer (for the specific order)

The total amount of the product

The amount of the discount (in the currency of your LMS)

The status of the order (completed or not)

The number of the invoice

The quantity of purchased products

Report Filters:

Select the specific vendor to appear on the report (it will only show customers from this vendor) or select "Show All"

Time will filter by Paid on date (i.e. you can select a range of dates and only customers that purchased something in that time will be shown) or all customers will be shown if no dates are selected.

 

Related content