How do I get a List of Customers ordered a specific Item?

Updated on February 21, 2018 10:46PM by Admin

To Generate list of customers by Item:

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on "Reports" icon located at the app header bar.
    invoice reports
  3. You can view "General"  dropdown, Select "Customers Ordered By Item" from the left navigation panel.
    customers ordered by items
  4. Provide the following information:
    • Customer - Select a customer from the predefined list.
    • Invoice Status - Choose the status of the invoice to be listed out. 
    • Invoice Date From - Start date.
    • Invoice Date To - End date.

  5. Click on "View Report" button to view the report in a dashboard.
    view report
  6. Click on "Export" button, if you want to export the report into excel, select ".xls".
    export report