The Customer Production report summarizes customer activity across events, with options to display customer totals, event-level details, or individual order details.
Description
Provides a list of all orders placed by a customer across all events. It itemizes each order and provides an order total, all payments made, and any balances due.
The aging figure on the report is calculated based on the event's end date compared to the date the report is run. The report includes all order statuses except Cancelled.
The Details to Show parameter determines the exact output of the report, allowing customer totals to be displayed with or without event and order details.
Available Filters
Use the following filters to select the order date range, customer types, number of customers, and level of detail.
| Field Name | Available Values | Default |
|---|---|---|
| Starting Order Date | Beginning date to include in determining top customer production. | Not specified |
| Ending Order Date | Ending date to include in determining top customer production. | Not specified |
| Details to Show |
None Determines whether to include event and order details or simply list each customer and their total value. |
None |
| Customer Type(s) | All customer types in your system. | All |
| Top N | Set the number to include in your top list. | 10 |
Sample Reports
Customer Production — Order Detail
View customer production with individual order details.
Customer Production — Event Detail
View customer production grouped by event.
View a summary of customer production without event or order-level details.