How do I view reports on sales by customer?

You can view reports on the sales for all your customers showing the value of all the orders and quotes generated for each customer.

  • Log in to the Onsight web console at https://web.onsightapp.com/.
  • Click on ‘Reports’ from the left-hand side menu.
  • Click on the ‘Customers’ tab at the top and select ‘Sales’ from the drop-down 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 will be presented with a table that lists all your customers and the value of the orders and quotes generated for each customer.
  • Click on the ‘Export to Excel’ link at the top of the table to download the data to an Excel file.
  • Click on the ‘Export to CSV’ link at the top of the table to download the data to a CSV file.
  • Click on the customer name or on the graphs icon to see the customer sales values graphed over time.
  • Click on the product basket icon to see which products have been ordered by that customer.
  • Click on the documents icon to see a detailed listing of all the orders and quotes generated for that customer.
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