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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?

Location

Only transactions for this location are shown.

Date Range

Items sold within this date range are reported.

Filename

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.

Sales >

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.

Item

Only transactions for this item are reported. If left empty, all items are reported.

Department
Category
Group

All items in the selected department, category and/or group are reported. If left empty, all items are reported.

Family Group

All items in the selected family group are reported. If left empty, all items are reported.

Classification

All items in the selected classification are reported. If left empty, all items are reported.

Add Items

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.

Paper Requirements

This report prints on A4 paper in Portrait mode.

Sample Report

Figure: Example Customer Item Report

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