Excellent choice! Let's walk through this together. First, let me answer your question about output type, then we'll go through each step.

Output Type Recommendation: PDF

Why PDF is perfect for this report:

• Professional, print-ready format for business summaries
• Burstable by Customer — each customer gets their own PDF via email
• Standard format everyone can view
• Preserves layout and formatting
• Perfect for sending to external customers

Alternative: Excel if you want recipients to manipulate data (but for a summary/overview, PDF is cleaner).

Let's Start! Here's Our Plan:

Step 1: Create the Report in ReportBurster UI

Let's start by creating the report configuration:

1. Open ReportBurster
2. In the top menu, go to Configuration → Reports
3. On the left side, click Add (or "New Report")
4. Name: Sales by Customer Summary
5. Click OK/Save

You should now see a new report folder under Configuration → Reports. Let me know when you've done this, and we'll move to Step 2!

Preview: The SQL Data Source We'll Build

While you're doing Step 1, here's what our SQL query will look like (joining Customers, Orders, and Order Details):

SELECT
    c.CustomerID,
    c.CompanyName,
    c.ContactName,
    c.Country,
    c.City,
    COUNT(DISTINCT o.OrderID) as TotalOrders,
    SUM(od.Quantity * od.UnitPrice * (1 - od.Discount)) as TotalRevenue,
    SUM(od.Quantity * od.UnitPrice * (1 - od.Discount)) / COUNT(DISTINCT o.OrderID) as AvgOrderValue,
    SUM(o.Freight) as TotalFreight,
    MIN(o.OrderDate) as FirstOrderDate,
    MAX(o.OrderDate) as LastOrderDate
FROM Customers c
LEFT JOIN Orders o ON c.CustomerID = o.CustomerID
LEFT JOIN "Order Details" od ON o.OrderID = od.OrderID
GROUP BY c.CustomerID
ORDER BY TotalRevenue DESC

This gives us one row per customer with all the metrics we need.