Click on the ‘Products’ tab at the top and select ‘All Products’ from the drop-down 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 ‘Copy’ link at the top of the table to copy the data to your clipboard.
Click on the ‘Excel’ link at the top of the table to download the data to an Excel file.
Click on the ‘CSV’ link at the top of the table to download the data to a CSV file.
Click on the product name or on the graphs icon to see the product sales values for that customer graphed over time.
Click on the sales rep icon to see which sales reps sold that product to that customer.