The Usage by Customer information is accessed from the product list. It shows customer purchase and usage activity for a specific product or for a group of similar products within a selected date range.
From the main toolbar, select 
Inventory (or from the Product menu, select Product List).
Options:
Before proceeding with either option, if your search field is hidden, right-click anywhere on the column header (Part #, Description, Retail, etc.) and select Show Find Panel.
For One or More Items: This option is ideal if you want to use additional filter criteria, such as a product line or group. You can generate a report with the information and save customers to the List Builder for extra features, such as emailing or printing labels.
For a Specific Item: This option can be used if you want to generate a report of customer usage information for a specific item.
For One or More Items
- From the view drop-down, select the Usage by Customer view.
- From the Filter sidebar, click
in the Date Range field and select an option from the quick-pick list or choose Custom to enter a custom date range. - Set additional filters (Category, Group, Product Line, Section, and whether to include Closeout Items or Out of Stock) or use the search field to refine further.
- To include only specific customers, select their checkbox; leave them unchecked to include all.
- To print as a report, select the checkbox next to the desired contacts (or leave it unchecked to print all), then select
Print. - Additionally, to save the group as a list in the List Builder, select each contact (or select the checkbox column header to select all), then click
List Builder. This allows you to include additional information about each contact, such as phone number, email, etc.
For a Specific Item
- In the search field, type a unique part of the item's name or partial part number.
- After locating the desired product, double-click it to open the product profile, then select the Usage tab.
- From the Period drop-down, choose one of the options listed or select Date Range to enter a custom range, then click OK.
- Click Print to print.
Additional Information:
- Use the List Builder to create a targeted list, send personalized group emails, or craft a Sales Event email using the provided usage information.
- Visit the General Discussion section in the Community section to view additional examples.
- Show Find Panel to Search for Contacts or Products
- View Items Sold Within a Date Range
- View Customers Based On Last Invoice Date
- View Previously Purchased Items for a Contact