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September 1, 2020
Question

I need to get all transactions from a customer how do I get it

  • September 1, 2020
  • 1 reply
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1 reply

Steven_Product Champion
September 1, 2020

Hi coolibahcabins,

 

For a solid look at all the transaction from a customer you might be best to look at the Transaction List by Customer Report, found under the Reports tab This report gives a great break down of listed transactions over period of time and allows you to customize for particular Customers to show within the report. 

 

Alternatively, you can also search the Customers tab and also filter dates or types of transactions within this tab. This can be done by:

 

  1. Select the Sales tab
  2. Then select your Customers tab.
  3. You can use the Search feature for your particular customer.
  4. Once on the Customer screen you want, you will see a Filter option that will allow you to search particular date ranges or transaction types. This can be then exported to Excel if you'd like on the right-hand side. 

Let me know how you go,

 

-Steven