The Sales by Customer Report gives you an easy, quick snapshot of the sales by each customer from any time period you choose in ePayTrak. You can access the Report from Reports > Customer > Sales by Customer. The Time Period drop-down menu gives fast access to different time periods. Among the choices available are: This Week, Last Week, This Month, Last Month, Last 30 Days, Last 60 Days and more. If you wish to view a report, choose the HTML Report. If you would like to print or export the report, select the Printable Report.
ePayTrak has more detailed reports for Customers in our Student Client Reports.
HTML Report
The HTML Report breaks down the Order Count and Order Totals for each customer.
Printable Report
The Printable Report automatically gives you a printer-friendly report with the same information as the HTML Report. You can also export the Sales by Customer Report by clicking on the Select Export Format drop-down. You have many formats to select, I would recommend using the .csv export type that you can easily open in all versions of Excel.
