How to Generate a Customer Report

📂 Category: Sales

Step 1: Access the Reports Section

  1. In Buscoou PRO, go to Reports.
  2. Select the Customer report type.
  3. Choose the time period for the report.
  4. The system will generate a report containing all customers. Use the search function to find specific clients.

Step 2: Configure the Report Currency

  1. If you have invoices in multiple currencies, select the desired currency for the report.
  2. By default, reports are generated in the base currency defined in Settings -> Finance -> Currencies.

Step 3: Generate a Report from the Customer Profile

  1. Navigate to the customer profile.
  2. Click on the Invoices tab.
  3. View transaction details and generate specific reports.

With these features, Buscoou PRO allows you to efficiently monitor the financial and commercial activity of your customers.


🔍 Search Titles for Multilingual Users:

🇧🇷 Relatório de clientes, gerar relatório de clientes, análise de clientes, relatório financeiro, relatório comercial, exportação de dados, relatório de faturamento

🇵🇹 Relatório de clientes, criação de relatório, análise de clientes, faturação, relatório financeiro, exportação de dados, relatório comercial

🇮🇹 Report clienti, generazione report clienti, analisi clienti, report finanziario, report di fatturazione, esportazione dati, report commerciale

🇪🇸 Informe de clientes, generación de informe, análisis de clientes, reporte financiero, facturación, exportación de datos, informe comercial

 

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