What is a Sales by Customer Transaction Detail Report?

Customer sales reports with transaction detail are considered operational reports and are often used by sales managers and accountants to analyze detailed customer sales transactions. Some of the key functionality in this type of report is that it is parameter-driven and the user can run it for any date range and any group of customers. The charts on top of the report show quantity and amount per customer in relation to others. The transaction rows show items sold by order by customer. The columns include document ID, document date, customer name, product name, sales person name, quantity, rate and price. You find an example of this type of report below.

Purpose of Customer Sales Reports

Companies and organizations use professionally formatted Customer Sales Reports to make it easy for staff to view sales detail, in particular when they can be accessed as web reports or team members can receive them automatically by email e.g. once a week. When used as part of good business practices in a sales or accounting department, a company can improve its sales analysis and response time to inquiries. It can also reduce the chances that analysis and review of customer sales is mediocre because team members don’t have self-service access to reports.

Customer Sales Report Example

Here is an example of a Detailed Customer Sales Report with totals and graphical analysis.

Sales by Customer Report Example with Transaction Detail

Sales by Customer Report Example with Transaction Detail

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Accountants, Managers, Sales Teams.

Other Reports Often Used in Conjunction with Customer Sales Reports

Progressive sales or accounting Departments sometimes use several different Customer Sales Reports, along with product sales reports, sales dashboards, accounts receivable (AR) reports, open orders reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples