Using NolaPro > Reports > Orders
Customer Item History
All items ordered by a customer during a given time frame, along with the average price paid for each item during that time.
  1. From the Main Menu, select Reports -> Orders -> Customer Item History.

  2. Your screen should look similar to this:

  3. Enter information into the following categories to narrow your report:

    1. Begin and End Period: Enter a date range to be included in your report. Manually enter both dates or click on the Calendar button to select dates from the calendar.

    2. Customer Name: Leave this field blank if you want to include all Customers or to report on a specific customer, enter Customer Name (or any portion of the name) to bring up a drop-down of possible matches. If you want to search by phone, zip code, etc., use the Lookup button for detailed searches.

    3. Location: Select a Location from the pull-down list to report activity from a specific location or select ALL to report activity from all locations.

  4. To display the report, click on the Next button. Your screen will look similar to this:

    1. To sort the report by Item Code or Description, click on the corresponding column heading.

  5. To view a list of each order that is summed into the average price, click on the Average Price for that item. Your screen should then look similar to this:

  6. Clicking on the Customer Total of Extended Price will show you the same report as above, only for each product for that customer.

  7. To export any of these reports to a file in Microsoft Excel® format, click on the Export button in the Quick Links section of the footer at the bottom of the page.

  8. To return to the previous screen, click on the Back button or on the Close Window button.