Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics RMS (Archived)

Report for purchase history for a customer?

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

We have a customer that wants us to generate a list of his transactions from the past year. Is there a report for that?

We can see the history by going to "purchase history" under "customer properties" but  there doesn't seem to be any way to print it out or export it.

Thanks!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Report for purchase history for a customer?

    Yes, Detailed Sales Report will do it! Thanks.

  • Verified answer
    eliud mugo Profile Picture
    eliud mugo 1,440 on at
    RE: Report for purchase history for a customer?

    Hi,

    Have you tried detail sales it has the filter for customers

    you can use customer='name of the customer' as filter

  • archelle16 Profile Picture
    archelle16 1,735 on at
    RE: Report for purchase history for a customer?

    hi,, may i know where do you like to generate the report? in Headquarters or in Store?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,503 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans