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Jet Reports

Customer Sales Report

A customer sales report summarizes a business’s sales activities. it helps analyze the volume, and this report might help you to modify your sales approach and some necessary growth for your company. 

Sales Reports can be created in different types based on what you want your Report to show.

 To create this customer sales report, we need information from 3 different tables…

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a. Customer Table

b. Item Table

c. Item Ledger Table

The following information as shown below will be retrieved from the table.


Step 1 pulling out the information we need

Just as I have explained, the NL(Rows) will contain our source of data, which will be pulled from the table “Customer“. The NF (Keys) will be a cell reference, which will be referencing cell $D6, and the fields will be pulled from the names as shown.

For the “Item no”, each customer number contains more than 3 different item no, to show each customer number with their respective item number on the same rows, we use NL(Columns) for our Item no.

Finally, we call in our Amount with NL(sum).

Step 2 Filling in the formulas

Since we now know where to pull our table, keys, and fields from, I’ll show you how to do that here. Once you are done creating the functions, you can remove the names on the last row. They are just there to guide you on the name to put in the field when filling in the formulas.

  • filling the formulas for the NL(Rows)

Fill in as shown below

  • Filling the formulas for NF

fill in as shown below

Note: use the same procedure to fill in for all NF, the only difference will be the field.

  • Filling the formulas for NL(Column)

Fill in as shown.

Note that we lock the row instead, this is because the item ledger entry contains several entry types, and we want each to display separately. This gets tricky at first, but with time, you get to understand how it works.

When all these are done, your report should look just as shown below

Step 3 Run your Report

When you run your report, it should look something like this.

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