CNH Customer Sales History Report

Under the Reports menu option, navigate to:

Reports > Customers > CNH Customer Sales History

The Report will initially open with no data. Customize your screen to include only the columns shown here. You can Save this Layout to be used again in the future. Select the option to Include One Row For Each Year. Select the appropriate date range and click on the Fetch button to retrieve the data.

Click on the Print menu option.

Click on the drop down option shown below and select Excel File to export the data to Excel.

Click OK on the popup.

Click Yes on the next pop-up.

In some versions of Excel, the top two rows will be merged as one cell. Select these rows and Un-merge the cells to see the column headers. You can also resize your columns if you wish to more easily review your data.

This is the final spreadsheet that should now be saved and emailed to CNH.