{"id":2128,"date":"2018-05-06T20:13:17","date_gmt":"2018-05-06T20:13:17","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=2128"},"modified":"2025-10-01T22:13:48","modified_gmt":"2025-10-01T22:13:48","slug":"how-do-i-view-reports-on-products-sold-to-customers","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-view-reports-on-products-sold-to-customers\/","title":{"rendered":"How do I view reports on products sold to customers?"},"content":{"rendered":"<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;Products&#8217; and then &#8216;All products&#8217; from the left-hand side menu.<\/li>\n<li>Click on the date range 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>Click on the customer drop-down at the top of the screen to choose a customer.\n<li>You will be presented with a table that lists of all the products sold to that customer for the specific time period.<\/li>\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 product name, you can click on the graph icon to see a sales chart for this product and that customer.<\/li>\n<li>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.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Log in to the Onsight web console at\u00a0https:\/\/sales.onsightapp.com\/. Click on &#8216;Reports&#8217; from the left-hand side menu. Click on &#8216;Products&#8217; and then &#8216;All products&#8217; from the left-hand side menu. Click on the date range drop-down at the top of the screen<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"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\/2128"}],"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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=2128"}],"version-history":[{"count":7,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2128\/revisions"}],"predecessor-version":[{"id":4624,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2128\/revisions\/4624"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=2128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=2128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=2128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}