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Poetic Online Help

Page-level help for the Poetic application

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Customer Purchase Activity Summary Report (by Product Family)

##General Criteria##

Program To only include orders placed under a specific program, in the Program dropdown, select the program.
Contract #

To only include orders placed under a specific contract, specify the contract number.

Either type the number in the field, or click the find icon to search for and select the contract.

You may also specify partial criteria (for example, type 103% to include orders for contracts whose numbers begin with 103).

Date range

To only include orders placed within a specific range of dates, type the start and end dates in the fields.

Use the date format displayed above each field.

##Party Criteria##

Company

To run the report for a specific company, specify the company name.

Either type the name of the company, or click the find icon to search for and select a company. You may also specify partial criteria (for example, type A% to include all companies whose names begin with the letter A).

If you belong to an end customer, then the company is set to your company and cannot be changed.

Country radio button To run the report for a specific set of countries, click the Country radio button. To select the countries, click the icon next to the country field.
** Region** radio button To run the report for a specific region, click the Region radio button. In the dropdown, select the region.

Filed Under: Reports

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