How do i print a yearly report for an individual customer

Aloenterprises — Sat, 29 Mar 2025 15:56:50 GMT

How do I print a report for an individual customer showing their year end totals they paid. I have customers asking for yearly statements and I don't know how to find that

Re: How do i print a yearly report for an individual customer

Summer2024 — Tue, 01 Apr 2025 19:21:49 GMT

Hi @Aloenterprises !

While we do not have a specific report for this, I am going to provide below a workaround that a fellow Seller has provided here in the Community. You can also find the link to the original thread here.

"Export your years Transactions Details.csv file.

Then Open in Excel.

Click on a cell.

Then click Insert - Pivot Table to a new sheet.

On the Right side select Date

Customer Name

Item

Quantity

Gross Sale

Put the Customer Name as a Filter

Date and Item should auto pupulate in Rows

Quantity or QTY put as a Column

Gross sales as a Value

Then in the Left side there will be a Filter type Icon near the top and select the customer.

Now you sales for that time frame must collect the customers name at the time of sale, some auto generate based on cards and alot do not. So at the Time of the sale you or your employee would have needed their name.

You should end up with a Pivot table that you can print as a pdf. You can also tap the - signe to minimize the chart by date etc."

@Candlestore

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How do i print a yearly report for an individual customer

Re: How do i print a yearly report for an individual customer