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Individual Reports - Customer/Item Statistics

The Customer/Item Statistics report is included in the following Standard products:
  • Standard Accounts (Sales Ledger module)

  • Standard Contracts
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The Customer/Item Statistics report compares the sales made to each Customer during two periods. The Items sold to each Customer are listed, showing the quantities sold and the turnover (i.e. total sales value) for both periods, and the difference in these figures between the two periods.

When printed to screen, the Customer/Item Statistics report has the Drill-down feature common to many reports in Standard products. Click on any Item Number to open the corresponding Item record.

Leave all the fields blank if the report is to cover all the Customers and all Items. If you need to restrict the coverage of the report, use the fields as described below.
Customers
Paste Special    Customers in Contact register
Range Reporting    Alpha
Use this field to limit the report to a single Customer, or range of Customers.

Categories
Paste Special    Customer Categories setting, Sales Ledger
Range Reporting    Alpha
To restrict the report to Customers belonging to a single Category, enter a Category Code here.

Item No.
Paste Special    Item register
Range Reporting    Alpha
To limit the report to a single Item, enter an Item Number here.

Item Groups
Paste Special    Item Groups setting, Sales Ledger
Range Reporting    Alpha
To limit the report to a single Item Group, enter an Item Group Code here.

If you specify both a range of Items and a range of Item Groups, the report will cover only those Items in the range that are members of the specified Item Groups.

This field is not available in Standard Contracts.

This period
Paste Special    Reporting Periods setting, System module
Enter the first and last dates of the reporting period, separated by a colon.

Compared period
Paste Special    Reporting Periods setting, System module
Enter the first and last dates of the period with which the reporting period is to be compared, separated by a colon.
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