Create Excel report for all invoices for customer with ship to address
Hi,
I am trying to create a spreadsheet for a customer with all of their invoices with the invoice number, invoice date, ship date, ship to address, product description and amount.
I have tried to use the reports Sales by Customer Detail but I can't see the ship to address in the columns option.
Create Excel report for all invoices for customer with ship to address
Hello Rafiq, Thanks for reaching out regarding reports. You could run a transaction report, as those reports have a lot of scope for adding additional columns. You could run a transaction list by customer report> go to filter on the top right-hand side of the report and add transaction type as a filter and change that to invoices. Then go to columns on the top right-hand side of the report and then scroll down and add in shipping date and shipping address. Let us know if that works for your needs.
Create Excel report for all invoices for customer with ship to address
Hello Rafiq, Thanks for reaching out regarding reports. You could run a transaction report, as those reports have a lot of scope for adding additional columns. You could run a transaction list by customer report> go to filter on the top right-hand side of the report and add transaction type as a filter and change that to invoices. Then go to columns on the top right-hand side of the report and then scroll down and add in shipping date and shipping address. Let us know if that works for your needs.
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