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Reports > Screen Shots/Explanations > Customer Item
Report
Customer Item Report
What Is It?
This report shows which customers have bought specified items
during a date range. The items are grouped into department,
category and group. For each item the report shows Date, Time of
Transaction, Trans#, Qty, Sales Revenue, Discount, Customer#,
Customer Name and Customer Phone.
You can also specify a file name to contain mail
merge details for all customers which appear on the report. This
mail merge will contain name and address information. It does not
contain the details which appear on the report. To export these
details, use Report Manager as you would for any other report.
Customers which have the Accept Mail
option (in the Customer form) checked off,
will NOT be included in this report.
Commands
Client - REQUESTREPORTLOYALTY.EXE CUSTOMERITEMREP
Server - REPORTLOYALTY.EXE
What Are The Report
Parameters?
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Location
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Only transactions for this location are shown.
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Date Range
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Items sold within this date range are reported.
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Filename
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If you specify a filename here, the system creates a mail merge
file containing the details of all the customers that appear on
this report. If a customer appears multiple times on the report,
they will only appear once in the export file. If you do not
specify a filename, a file is not created.
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Sales >
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Only customers with tax inclusive sales revenue more than this
amount are reported. All sales shown on the report for a customer
are added together for this comparison. Therefore if you set this
option to $100, a customer with a $70 sale and a $40 sale, is
reported.
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Item
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Only transactions for this item are reported. If left empty, all
items are reported.
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Department
Category
Group
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All items in the selected department, category and/or group are
reported. If left empty, all items are reported.
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Family Group
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All items in the selected family group are reported. If left
empty, all items are reported.
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Classification
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All items in the selected classification are reported. If left
empty, all items are reported.
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Add Items
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Instead of using the previous selecting criteria such as Item,
Department, Family and Classification, you can use this option to
select very specific items to report on. When you press this
button, you are given an item search screen. You can use this to
search for required items. When the search results are displayed,
you can highlight a single item and press the Select button. This
adds the item to the main items grid. Alternatively, when the
results are displayed, you can press the Select All button which
adds all the listed items to the main items grid. You can repeat
this process as many times as required to get a complete list of
items to be reported.
If you enter any details in this grid, any previous selection
criteria is ignored.
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Paper
Requirements
This report prints on A4 paper in Portrait
mode.
Sample Report
Figure: Example Customer Item Report
