Sales Transaction Details by Customer Report

This is a Club Prophet Executive Report v4 – Power BI or PBI Power Business Intelligence – a reporting tool from Microsoft..

Note: Samples are using demo data and do not reflect real-world data.

 

In the Sales Transaction Details by Customer Report, you can filter an individual customer by doing the following:

Note: Customer name and account number can be filtered.

1. Log into your Power BI site.

2. Select Home, then Reports.

3. Scroll down until you see Sales Transaction Details by Customer Report, then select it. The report dashboard displays.

4. Enter the date range in the From Date and To Date fields.

5. Select any other filters you may need.

6. To search for a customer’s transaction details, you may have to scroll to the right to enter the customer’s name or account number in the Acct List drop-down field.

7. Select the View Report button to the right. The filter is applied:

8. To export the results to a spreadsheet, select the Export drop-down in the left corner of the report, and select the type of file you want to export.