Excel file for customer purchase totals

To create an Excel file of a customer’s dollar amount of their purchases during a specific date range:

1. In Paladin, from the top ribbon, select the Customers module.
2. On the bottom ribbon of the module, select F1 Advanced Lookup.
3. On the top of the Advanced Lookup window, enable All.
4. In the Key Word search box, enter the customer’s name.
5. In the list that populates the window, highlight the customer and press F8 Select Customer.
6. Back in the Customer module, select the Credit tab.
7. At the top of the Sales History pane, click the Customer Friendly magnifying glass.
8. In the Recent Sales History window, highlight the desired sale and press Report. 

An Excel file opens that you can save to your computer.