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June 18, 2020
Question

How can I add full name, phone numbers and email to a sales by location detail report? I don't even see it as an option.

  • June 18, 2020
  • 1 reply
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1 reply

Tori B
June 18, 2020

Good morning, @tsncollegepub

 

I hope you're enjoying the day so far. 

 

You can include the customers name on the report. However, the ability to add the phone number and email isn't available. I can see how that would be beneficial for you and your business, if you'd like, I can submit feedback to our product engineers, so this could be considered in a future update. In the meantime, check out the steps below to include the customers name on the report. 

 

1. Open the Sales by location detail report. 

2. Hit Customize in the top right. 

 

3. Under Rows/Columns, check Customer and hit Run report to save the changes. 

 

 

 

That's all there is to it. You can check out How to customize reports for more details. 

 

Please let me know if you have further questions or concerns. I'll be here to help you every step of the way. You can always count on us here in the Community to guide you back to business. Take care!