The Sales by Customer report in Flovix is a powerful tool to monitor customer purchases and track sales trends per customer. This report helps businesses identify top customers, understand buying patterns, and make informed decisions for customer relationship management.
The interface includes key system tools such as help, apps, and language settings, along with options for Print, Export, Filters, and Date Range selection.
Users can select a date range to generate sales reports for a specific period. For example, to review sales for 12-03-2026, the date range filter can be adjusted accordingly.
The Filters option allows further refinement of the report based on criteria such as customer type, region, or sales channel. Once the desired date range and filters are set, users can click Generate Report to display the data.
The report provides a clear summary of sales for each customer during the selected period, showing purchase amounts and trends to help businesses better understand customer behavior.
Options such as Print and Export enable users to produce physical reports or download the data for analysis and record-keeping purposes.
Step-by-Step Guide to Using Sales by Customer Report
Step 1: Navigate to the Report
Open the Sales by Customer section in Flovix.
Step 2: Set the Date Range
Select the desired period for the report using the Date Range option.
Example:
12-03-2026 – 12-03-2026
Step 3: Apply Filters (Optional)
Click the Filters button to apply any additional criteria to refine the report.
Step 4: Generate the Report
Click Generate Report to view the sales summary per customer for the selected period.
Step 5: Review Customer Sales Data
The system will display each customer’s purchase summary, including total sales and trends.
Step 6: Print or Export the Report
Print – Print a physical copy of the customer sales summary.
Export – Download the report for offline analysis or record keeping.
Benefits of Using Sales by Customer Report
Provides insight into customer purchase patterns.
Identifies top-performing customers.
Helps optimize sales and marketing strategies.
Supports decision-making with accurate and filtered reports.
Allows easy printing and exporting for documentation and review.