How do I view a report on customer sales for a product?

You can view a report showing all the customer sales for a product.

• Log in to the Onsight web console at https://sales.onsightapp.com/.
• Click on ‘Reports’ from the left-hand side menu.
• Click on ‘Products’ and then ‘All products’ from the left-hand side menu.
• Click on the 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”. You can also choose a custom date range.
• If you are an admin, you will be presented with a table that lists of all your products and the value of all the orders and quotes generated for each product.
• If you are a sales rep, you will be presented with a table that lists of the products that you have sold and the value of all your orders and quotes generated for each product.
• In the search field in the top right, type the name of the product that you are looking for.
• The product will appear in the table.
• Next to the product name, you can click on the customer icon to see which customers have ordered that product. It will have a tooltip that says “View all customers who bought this product”.
• You will now be presented with a new report that shows all the customers who bought that product. For each customer, it will list the total quantity and value.
• 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.