How do you export a report for a customer , there purchased parts as a pricelsit ?

TERRY_7204950
TERRY_7204950 Member Posts: 5 ✭
edited February 2017 in Accounts Hosted
How do you export a report for a customer , there purchased parts as a pricelsit ?

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  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2017
    Hi Terry,

    Welcome to the Reckon Community.

    Would a Sales by Customer Detail Report provide what you need?

    You can modify this Report by adding or removing columns with the Modify Report button, and filter for a specific customer and specific transaction through the Modify Report > Filty by options.

    You can memorise the Report if it is to be a regular one.  You can save this Report to a file (CSV and Excel) or email it directly as an Excel of PDF attachment.  

    Hope this helps,

    regards,
    John

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