The Customer Trend report displays your 12 month Sales, Profit Dollars, and Gross Profit Percent by Customer.
Note: The Business Intelligence database drives the Customer Trend report. This database is refreshed nightly. You may see a discrepancy among this report and other Inform reports due to orders invoiced after the Business Intelligence database has refreshed. Please keep this in mind when reviewing and comparing your data.
- Go to CRM > Customer Trend.
By default, the report groups results by customer salesperson.
- Select the check box beside each Salesperson to include and each Customer to include in the report.
- Click Run in the bottom right corner of the window to run the report. The report will display in a preview window.
- You can Print, Email/Fax, or Export the report to save it as a PDF. Excel, or CSV file.