Customer Orders by Product Report

This report shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.

Prerequisite

• Managing DEAR Reports

Table of Contents

• FAQs

Data from this report can be exported in Excel, PDF or RTF format. 

Input:

NOTE: Customer orders by product report pulls entries based on transactions dates (if COGS within date range is selected) or invoice dates (if all COGS is selected.

Transaction dates include invoice authorisation, ship tab authorisation (COGS) and payments. For dropshipped products, COGS transactions are triggered when dropship purchase invoice is authorised. If you need COGS to have same date as the invoice, you need to change delivery date same as the invoice date (you can undo the ship tab to do this.)

If only COGS within date range is selected, a) you may see invoice dates from before the reporting period (with COGS transactions within the reporting period) and b) may see some 0 COGS values (if the ship date is out of the reporting period).

If All COGS is selected, the report will pull entries by invoice date, but COGS will be shown regardless of when the ship tab was authorised. If the ship tab has NOT yet been authorised, COGS will be 0.

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 

Output:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report. 

NOTE: If you have added an Additional Attribute set to your sale process, the attributes will appear as additional report fields.