The "Customer Item Purchase" report generates a summary of the items purchased by each customer within a given time period. It also breaks the information down by regular vs auto order sales of the item. For each item there is a detailed page which shows the sales detail for the given item by email.
Running the Report
To run the report, you'll enter the time period for the report into the "From" and "To" fields (format MM/DD/YYYY) then click the "Generate Report" button.
Upon running the report you may encounter the following message about navigating to the report pickup area to download the compeleted report:
Downloading the Report from Report Pickup
View of the Downloaded Report
The first worksheet (first tab) of the report will display the items purchased during the period with a breakdown of the regular (one-time) and auto order rebills for the item during the period. This tab does not display the customers, the customers are detailed in the subsequent worksheets in the spreadsheet.
Each subsequent worksheet represents an item that was purchased during the period and displays a list of each customer that purchased the item:
Frequently asked Questions
Question: Does the "Customer Item Purchase Report" exclude or include partial refunds and / or full refunds?
Answer: The item subtotal column does reflect item level refunds.