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The Customer - Order Summary report shows the sales order details, including the quantity not yet shipped for each customer in three periods of 30 days each, starting from a date that you specify. You can also display orders to ship before and after the three periods, and the total order details for each customer.
For a detailed breakdown of each order line, use the Customer - Order Detail report.
Available layouts
INTRODUCED IN: Business Central 2025 release wave 2.
The report includes different layouts for different use cases:
- An Excel layout with worksheets designed for print and for analysis.
- A Word layout designed for print/PDF output.
You can export either layout from the Report Layouts, edit it in Excel or Word to cater for your needs, and import it back to Business Central. To learn more, go to Creating your own report layouts.
Use cases
Analyze unshipped orders to understand your expected sales volume. Forecast your monthly sales revenue.
Sales representatives use the report to:
- Analyze customer order history and identify trends or patterns in their purchasing behavior.
- Determine which customers have the most outstanding orders and prioritize follow-up.
- Identify the orders to ship in the next 30 days and communicate shipping timelines to customers.
Sales managers use the report to:
- Analyze sales performance across customers and regions.
- Determine which customers have the most outstanding orders and prioritize follow-up.
- Identify bottlenecks or inefficiencies in the sales process, and make data-driven decisions to improve performance.
Try the report
Try the report here: Customer - Order Summary
Related information
Sales reports
Accounts receivable report overview
Ad hoc analysis of sales data
Sales analytics overview