--- title: Customer Daily Summary page overview description: Pallet Connect --- [Skip to content](https://support.palletconnect.com/knowledge-base/customer-daily-summary-page-overview#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en) 3. [Customer Pages](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-pages) # Customer Daily Summary page overview 1\. The Customer Daily Summary includes sale information for any company active within a chosen time frame. It displays and breaks down revenue and stock items sold.   2\. Navigate to the main menu. Click "Customers" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-39-57-1960-PM.png)   3\. Click "Daily Summary" ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-40-01-6629-PM.png)   4\. Click this text field to change the date range. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-07-4901-PM.png)   5\. Click on a date from the drop down menu or choose a date range from the calendar. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-12-8480-PM.png)   6\. Click the "Type To Search By Customer" field, to filter the report by a single company. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-17-7522-PM.png)   7\. Click "Show all Facilities" to see data from all active sites. This is only applicable if the multi facility feature has been enabled. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-22-8746-PM.png)   8\. The user will see visually clear representation of the types of pallets that have been sold within the time frame, divided by type. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/user_cropped_screenshot-May-08-2025-04-40-27-6431-PM.png)   9\. The page shows a Summary of the types of stock items sold. Click on a selected  stock item to see more details. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-33-4327-PM.png)   10\. The stock item profile will appear in a pop up screen. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-37-7508-PM.png)   11\. Click "Cancel" or update item to return to the summary list. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-43-3308-PM.png)   12\. A list of Customers is shown on the page, that have been active within the report's time frame.  Click on a selected customer from the list to see more details. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-48-2914-PM.png)   13\. The customer profile will appear in a pop up screen. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-53-0298-PM.png)   14\. Click "×" or update to return to the summary list. ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-40-58-1596-PM.png)   15\. The report also shows a "Daily Breakdown" of each company active within the chosen time frame.  In the Daily Breakdown there are links to reach the details page of each transaction.  ![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/ascreenshot-May-08-2025-04-41-03-1270-PM.png) - [Getting started](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#main-content) - [How to Create Affiliates](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-affiliates) - [Initial Set Up](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#initial-set-up) - [How to Create Vendors](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-vendors) - [How to Set up Users](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-users) - [How to Set up employees](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-employees) - [How to create stock items](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-stock-items) - [How to Create Suppliers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-create-suppliers) - [Importing data](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#importing-data) - [Workstations](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#workstations) - [How to Set up Customers](https://support.palletconnect.com/knowledge-base/getting-started?hsLang=en#how-to-set-up-customers) - [Export and Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#main-content) - [Data Questions](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#data-questions) - [Export Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#export-data) - [Import Data](https://support.palletconnect.com/knowledge-base/export-and-import-data?hsLang=en#import-data) - 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[Logistics](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#main-content) - [Transport Company Profile](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#transport-company-profile) - [Logistics Planners](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-planners) - [Logistics Processes](https://support.palletconnect.com/knowledge-base/logistics?hsLang=en#logistics-processes) - [Vendors and Suppliers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#main-content) - [Vendor Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-profile) - [Vendor Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-transactions) - [Supplier Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-pages) - [Supplier Profile](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-profile) - [Supplier Transactions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#supplier-transactions) - [Vendor Questions](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-questions) - [Unprocessed Trailers](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#unprocessed-trailers) - [Vendor Pages](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-pages) - [Vendor Portal](https://support.palletconnect.com/knowledge-base/vendors-and-suppliers?hsLang=en#vendor-portal) - [Productivity](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#main-content) - [Production](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production) - [Planners and Resources](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#planners-and-resources) - [Production Questions](https://support.palletconnect.com/knowledge-base/productivity?hsLang=en#production-questions) - [Customers](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#main-content) - [Orders / Sales](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#orders-sales) - [Customer Profile](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-profile) - [Invoices / payment](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#invoices-payment) - [Customer Portal](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-portal) - [Customer Pages](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-pages) - [Quotes](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#quotes) - [Customer Questions](https://support.palletconnect.com/knowledge-base/customers?hsLang=en#customer-questions) - [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#main-content) - [Affiliate Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-profile) - [Affiliate Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-transactions) - [Affiliate Portal](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-portal) - [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile) - [Broker Transactions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#broker-transactions) - [Affiliate Questions](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#affiliate-questions) - [Brokerage pages](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-pages) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#main-content) - [Employees](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employees) - [Employee Profile](https://support.palletconnect.com/knowledge-base/employees?hsLang=en#employee-profile) - [Stock and Services](https://support.palletconnect.com/knowledge-base/stock-and-services?hsLang=en#main-content) - 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