Customer Production

  • 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. It includes all order statuses except Cancelled.  The "Details to Show" parameter determines the exact output of the report.

     

  • Field Name Available Values Default

    Starting Order Date

    Beginning date to include in determining top customer production.

     

    Ending Order Date

    Beginning date to include in determining top customer production.

     

    Details to Show

    None
    Event Level
    Order Level 

    Determines whether to include the 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
  • Customer Production with Order Detail PDF
    Customer Production with Event Detail PDF
    Customer Production Summary PDF