Why:

This report identifies the size of the customer (from the customer category) as well as their types of vehicles, sales trends for the last 12 months, financial status, service retention and type of business.

 

Where:

From the Part View, select Reports > Customer > Sales Summary (All) or from the Customer View, select Reports > Sales Summary (All).

Either selection will display a Customer Summary Report window.

 

How to Report on All Customer Sales Summary:

In the Customer Summary Report window input the required selection criteria to customise your report.