Click on ‘Products’ and then ‘All products’ from the left-hand side menu.
Click on the date range drop-down at the top of the screen to choose the time period for the report. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”.
Click on the customer drop-down at the top of the screen to choose a customer.
You will be presented with a table that lists of all the products sold to that customer for the specific time period.
Click on the ‘Download XLS’ icon at the top of the table to download the data to an Excel file.
Click on the ‘Download CSV’ icon at the top of the table to download the data to a CSV file.
For each row, next to the product name, you can click on the graph icon to see a sales chart for this product and that customer.
For each row, next to the product name, you can click on the rep icon to view all sales rep who sold this product to that customer.
