{"id":1838,"date":"2017-07-21T10:42:10","date_gmt":"2017-07-21T10:42:10","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=1838"},"modified":"2025-11-04T11:58:50","modified_gmt":"2025-11-04T11:58:50","slug":"how-do-i-view-reports-on-customers","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-view-reports-on-customers\/","title":{"rendered":"How do I view reports on sales by customer?"},"content":{"rendered":"<p>You can view reports on the sales for all your customers showing the value of all the orders and quotes generated for each customer.<\/p>\n<ul>\n<li>Log in to the Onsight web console at\u00a0<a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com\/<\/a>.<\/li>\n<li>Click on &#8216;Reports&#8217; from the left-hand side menu.<\/li>\n<li>Click on &#8216;Customers&#8217; and then &#8216;All customers&#8217; from the left-hand side menu.<\/li>\n<li>Click on the drop-down at the top of the screen to choose the time period for the report. The options are: &#8220;All time&#8221;, &#8220;Last year&#8221;, &#8220;Past 12 months&#8221;, &#8220;This year&#8221;, &#8220;Last month&#8221;, &#8220;Past 30 days&#8221;, &#8220;This month&#8221;, &#8220;Last week&#8221;, &#8220;This week&#8221;, &#8220;Yesterday&#8221;, &#8220;Today&#8221;.\n<li>You will be presented with a table that lists all your customers and the value of the orders and quotes generated for each customer.<\/li>\n<li>If you are an admin, you can refine the report further by selecting a specific sales rep or a specific customer group from the drop-downs at the top of the screen.\n<li>If you are a sales rep, you can refine the report further by selecting a specific customer group from the drop-down at the top of the screen.\n<li>Click on the \u2018Download XLS\u2019 icon at the top of the table to download the data to an Excel file.<\/li>\n<li>Click on the \u2018Download CSV\u2019 icon at the top of the table to download the data to a CSV file.<\/li>\n<li>For each row, next to the customer name, you can click on the graph icon to see a sales chart for that customer.<\/li>\n<li>For each row, next to the customer name, you can click on the document icon to see a detailed listing of all the orders and quotes generated for that customer.<\/li>\n<li>For each row, next to the customer name, you can click on the basket icon to see which products have been ordered by that customer. <\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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\u00a0https:\/\/sales.onsightapp.com\/. Click on &#8216;Reports&#8217; from the left-hand side menu.<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1838"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=1838"}],"version-history":[{"count":18,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1838\/revisions"}],"predecessor-version":[{"id":4644,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1838\/revisions\/4644"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=1838"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=1838"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=1838"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}