Select the desired customers from the customers list in the table. The report will contain the information of the selected customers.
Check this box if you want to select or deselect all customers.
Select one customer from the pull-down-list for the report.Select Period (if available)
Select the period for the report. Fixed period choices available are the current month, the previous month, the current calendar year, or the last calendar year. Or you can choose Select and then enter any Start Date and End Date you like in the boxes below for the period of the report.
Enter the date (inclusive) the report period will start from. Clicking the down arrow will display a calendar from which the start date for the report can be selected.End Date
Enter the date (inclusive) the report period will end on. Clicking the down arrow will display a calendar from which the end date for the report can be selected.
Use the Sort by Column pulldown list to select the column that the report will sort with. This is dependent on the report being generated, and a default choice will be selected for each report.
Use the radio buttons to select which direction the report will sort: Ascending (from low to high) or Descending (from high to low).
Save the report as a CSV (comma separated value) format file, instead of PDF (Portable Document Format) file.