{"id":20509,"date":"2024-04-09T12:06:07","date_gmt":"2024-04-09T10:06:07","guid":{"rendered":"https:\/\/comasystem.dk\/knowledge\/reports\/report-on-a-specific-customer\/"},"modified":"2024-12-17T12:56:26","modified_gmt":"2024-12-17T11:56:26","slug":"report-on-a-specific-customer","status":"publish","type":"knowledge","link":"https:\/\/comasystem.dk\/en\/knowledge\/en\/reports\/report-on-a-specific-customer\/","title":{"rendered":"Report on a specific customer"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"20509\" class=\"elementor elementor-20509 elementor-19907\" data-elementor-post-type=\"knowledge\">\n\t\t\t\t<div class=\"elementor-element elementor-element-53dcd273 e-con-full e-flex e-con e-parent\" data-id=\"53dcd273\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6e351033 elementor-widget elementor-widget-template\" data-id=\"6e351033\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"20402\" class=\"elementor elementor-20402 elementor-17618 elementor-17618\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-752dddf0 e-flex e-con-boxed e-con e-parent\" data-id=\"752dddf0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-302325f1 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"302325f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How can I help?<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-25d4624 elementor-widget__width-initial elementor-widget elementor-widget-html\" data-id=\"25d4624\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\n    <form id=\"custom-search-form\" action=\"\" method=\"post\">\n        <input type=\"text\" id=\"search-input\" name=\"search\" placeholder=\"Search in COMAknowledge...\">\n        <span id=\"clear-search\" style=\"display: none;\">&#10006;<\/span>\n\t\t<div id=\"search-results\" tabindex=\"1\"><\/div>\n    <\/form>\n    \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77c1f9c elementor-widget__width-initial elementor-widget elementor-widget-html\" data-id=\"77c1f9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<center><\/center>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6a1d2dd elementor-widget elementor-widget-html\" data-id=\"6a1d2dd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<script defer>\r\njQuery( window ).on( 'elementor\/frontend\/init', function() {\r\n    if ( typeof elementorFrontend === 'undefined' ) {\r\n        return;\r\n    }\r\n\r\n    elementorFrontend.on( 'components:init', function() {\r\n        elementorFrontend.utils.anchors.setSettings( 'selectors.targets', '.dummy-selector' );\r\n    } );\r\n} );\r\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-44413d3f e-flex e-con-boxed e-con e-parent\" data-id=\"44413d3f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-783d8696 e-con-full e-flex e-con e-child\" data-id=\"783d8696\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4587be32 elementor-widget elementor-widget-heading\" data-id=\"4587be32\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Report on a specific customer<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b580f73 elementor-widget elementor-widget-text-editor\" data-id=\"5b580f73\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>It is possible to pull a report on a customer with several different criteria, for example, contract value.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6d2e4fdb elementor-widget elementor-widget-heading\" data-id=\"6d2e4fdb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How to create a report on one customer<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b05b73d kbliste elementor-widget elementor-widget-text-editor\" data-id=\"7b05b73d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol>\n<li>Click on &#8220;Reports&#8221;<\/li>\n<li>Select contract area &#8220;Sales&#8221;<\/li>\n<li>Select &#8220;Customer&#8221; in the &#8220;Custom report&#8221; drop-down menu<\/li>\n<li>Select &#8220;Contains&#8221; in the next drop-down menu<\/li>\n<li>Enter the customer&#8217;s name in the text field<\/li>\n<li>Click on &#8220;Create report&#8221;<\/li>\n<li>Customize visible columns and export the report<\/li>\n<\/ol>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>It is possible to pull a report on a customer with several different criteria, for example, contract value. How to create a report on one customer Click on &#8220;Reports&#8221; Select contract area &#8220;Sales&#8221; Select &#8220;Customer&#8221; in the &#8220;Custom report&#8221; drop-down menu Select &#8220;Contains&#8221; in the next drop-down menu Enter the customer&#8217;s name in the text [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20406,"menu_order":0,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[341],"class_list":["post-20509","knowledge","type-knowledge","status-publish","format-standard","hentry","category-sales-contracts"],"_links":{"self":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20509","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge"}],"about":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/types\/knowledge"}],"author":[{"embeddable":true,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":2,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20509\/revisions"}],"predecessor-version":[{"id":21620,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20509\/revisions\/21620"}],"up":[{"embeddable":true,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/knowledge\/20406"}],"wp:attachment":[{"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/media?parent=20509"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/comasystem.dk\/en\/wp-json\/wp\/v2\/categories?post=20509"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}