Report to view customer history of repairs and services.

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M1EnterpriseTech
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Joined: Wed Aug 24, 2016 9:22 am

Report to view customer history of repairs and services.

Post by M1EnterpriseTech »

Where would I find a customer vehicle report that would show the customer their entire history of service and repairs with us?
  • *Go to Reports on the home ribbon
    *All Reports
    *Sales
    *Customer Spending
    *Enter Date Range
    *Click Execute on the ribbon
    *Highlight customer line item
    *Click the drop down arrow under Drill Down Reports on the ribbon
    *Select Invoice Details.
This should show you the customer "spending" to include invoice history.
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