Generating a sales by client report
The sales by client report will give a business owner insight into who their best customers are. In addition, you will gain insight into customers who seldom make purchases, which can help you when creating a marketing campaign to increase customer sales. The sales by client summary report includes a list of your customers and the total amount sold during the time period specified. We will show you how to customize and generate this report next.
In general, you will see the term customers, which refers to people who you provide goods and services for. However, during the setup of Photos by Design, we updated the advanced settings to refer to customers as clients. Therefore, you will see the word client in place of customer throughout this section.To learn more about advanced settings, refer to Chapter 3, Company File Setup.
Follow these steps to customize and generate a sales by client report:
- Navigate to Reports...
