If you have access to Customer Reports in Back-office, you will be able to view report 311.
This report shows a combined statement of every transaction of a customer posted to the ledger in a specific period of time.
1. In Advantage Back-office, click the left sidebar menu.
2. Open the Customers menu.
3. Click on Customer Reports.
4. Select Report 311 - Customer Sales Analysis, by clicking on it.
5. Click on the "Show Report" button.
6. Select a Statement Period from the drop-down list.
7. The following options are available:
| Print report using: Sales Quantity Sales Value Gross Profit |
| Sort Order: Customer Sales Area Sales Person |
| Report Options: Select or Unselect the following: Exclude Inter-Company Exclude Cash Account Types Exclude De-Activated Accounts Set Query Timeout |
| Select the from date in For the 12 Months Preceding. |
8. Click on the Fetch button.
9. This report can be exported to the following file formats: Microsoft Excel, Acrobat PDF and Text CSV.