is there a way to pull a report per costomer?

[zmartin]

I need to pull a report for our wholesale distributor so we can plan on how much wine to bottle and pack for them is there a way to pull a report that shows how much of X item a customer bought in a given time frame? for us an example would be Empire north purchased X amount of Fat Frog Red between jan 1 and march 20.

[JJ_]

Hey there @zmartin 

I believe the best way to go about this will be to use Custom Reports and build one that meets your needs.  I would love to guide you through the process but for the best experience here I will recommend you reach out to our Phone Support team so they can point you in the right direction in real time. As a reminder, they can be reached at 855-700-6000 between 6 am - 6 pm Pacific Time Monday-Friday. If you call outside of these hours, you will be required to enter your Customer Code to validate your account.

I hope this information is helpful!

[zmartin]

I have played with the custom reporting and do not see any way it would be of use would you be able to point me to an option I need to enable?