# Customer Sales Details

**URL:** <https://community.velixo.com/t/customer-sales-details/47>\
**Category:** Ideas & Feature Requests\
**Tags:** Acumatica\
**Created:** [February 8, 2024, 9:01pm UTC](https://community.velixo.com/t/customer-sales-details/47 "2024-02-08T21:01:24Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![Patrick\_Colgan](https://community.velixo.com/letter_avatar_proxy/v4/letter/p/b5e925/32.png) [@Patrick\_Colgan](https://community.velixo.com/u/Patrick_Colgan)\
**Post date:** [February 8, 2024, 9:01pm UTC](https://community.velixo.com/t/customer-sales-details/47/1 "2024-02-08T21:01:24Z")

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Does anyone have a gi that can leverage the sales since details to output customer sales details for a period of time?

Thanks,

Patrick

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**Author:** ![Miron\_Shikhov](https://community.velixo.com/letter_avatar_proxy/v4/letter/m/35a633/32.png) [@Miron\_Shikhov](https://community.velixo.com/u/Miron_Shikhov)\
**Post date:** [February 12, 2024, 3:55pm UTC](https://community.velixo.com/t/customer-sales-details/47/2 "2024-02-12T15:55:33Z")

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Hi Patrick,

Please clarify your request with screenshots.

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**Author:** ![Gabriel](https://community.velixo.com/user_avatar/community.velixo.com/gabriel/32/7_2.png) [@Gabriel](https://community.velixo.com/u/Gabriel)\
**Post date:** [February 14, 2024, 7:48pm UTC](https://community.velixo.com/t/customer-sales-details/47/3 "2024-02-14T19:48:25Z")

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Hi Patrick,

I recorded a demo of how to build a custom sales report with Velixo and posted it on YouTube a while back:

Part 1: [https://www.youtube.com/watch?v=an0Zsd5AO58](https://www.youtube.com/watch?v=an0Zsd5AO58)

Part 2: [https://www.youtube.com/watch?v=bBjvog1qR8o](https://www.youtube.com/watch?v=bBjvog1qR8o)

Part 3: [https://www.youtube.com/watch?v=DS2\_zDLzePM](https://www.youtube.com/watch?v=DS2_zDLzePM)

I have attached a sample inquiry that you can import to Acumatica and the associated spreadsheet. [To import the inquiry to Acumatica, follow the instructions in this article](https://help.velixo.com/support/solutions/articles/153000138655).

We are working on a new set of ready-to-use templates, sales reports will definitely be a part of that. Stay tuned.

[AR-Sales-Analysis.xml](https://community.velixo.com/uploads/short-url/tCzuYInPQIwr5LNZCdDTmf8ZXWI.xml) (14 KB)  
[Sales Reporting.xlsx](https://community.velixo.com/uploads/short-url/6aCwigxBPpryIsGFJSX9w9Fs94p.xlsx) (150 KB)

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**Author:** ![Pooria](https://community.velixo.com/letter_avatar_proxy/v4/letter/p/b38774/32.png) [@Pooria](https://community.velixo.com/u/Pooria)\
**Post date:** [February 14, 2024, 7:58pm UTC](https://community.velixo.com/t/customer-sales-details/47/4 "2024-02-14T19:58:25Z")

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Hi Patrick,

Please let me know about your feedback after you reviewed Gabriel’s demo and files. We can schedule a call to review your report details, I’d be happy to assist you with building this.

Regards,

Pooria Forootan,

Director of Support & Services

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**Author:** ![Patrick\_Colgan](https://community.velixo.com/letter_avatar_proxy/v4/letter/p/b5e925/32.png) [@Patrick\_Colgan](https://community.velixo.com/u/Patrick_Colgan)\
**Post date:** [March 7, 2024, 2:41pm UTC](https://community.velixo.com/t/customer-sales-details/47/5 "2024-03-07T14:41:58Z")

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Thank you very much for your follow up and the videos. Excellent support and resources, as always!