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I'm trying to create a report, but I can't find the customer in the dropdown menu, or the correct date range
I'm trying to create a report, but I can't find the customer in the dropdown menu, or the correct date range

Here's a walkthrough on how you can ensure that your Sales Data is up to date, and ready to be used to build the reports you want.

Daniel Andersen avatar
Written by Daniel Andersen
Updated over 3 months ago

If you experience that certain customers or date ranges are not available to select when you are building reports, this could be due to your Sales Data not being up to date. This is how you can update them, so that they become the missing customers or unavailable dates range are available:

  1. Go to Import & export

  2. Go to the Sales data tab and click on the Import button

  3. Upload you most recently updated version of available sales data

  4. Go back to the Reporting tab and click on the New report button

  5. Start creating a report by importing sales data

  6. Go through the different steps as you normally would

Now, while creating a new report, you should be able to make reports where your most recent updates are added.

Should anything still be unclear, then don't hesitate to reach to [email protected] - then we will gladly assist you!

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