Customer Sales Ranking report

The Customer Sales Ranking report exports Paladin customer account information for customers who made purchases during a specific time period. This information is sent to an Excel worksheet.

Customer type details are provided in the following Excel worksheet columns:

• Customer Type ID: The integer ID assigned to the customer type in Paladin.
  Example: 16
• Customer Type: The customer type name.
  Example: Farm/Agriculture
• Customer Type Code: The customer type code used by the supplier.
  Example: P

To set up and run the report:

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Customers > Ranking.
3. In the Report List pane, select Customer Sales Ranking.
4. In the Choose Report pane, click F12 Next.
5. In the Reports Settings pane, select a Starting Date and Ending Date for the report.
6. Check Export To Excel.
7. Select a customer type from the Customer Type list ( the default is All).
8. In the Additional Settings pane, to exclude taxes check Exclude Taxes?
9. In the Sorting Options pane, set your sorting options (if any) and click F12 Run Report.
10. An Excel icon appears on the bottom taskbar of your computer. Click the Excel icon to open the spreadsheet. The customer type information is in the last three columns.

Figure 1: Customer Sales Ranking report