Understood! You've made excellent progress.
What You Accomplished
✅ Step 1: Created report configuration for "Sales by Customer Summary"
✅ Step 2: Enabled Report Generation capability and configured SQL query
✅ Step 3: Created HTML template and successfully generated PDF reports
You now have a working report that joins Customers → Orders → Order Details, calculating:
- Total Orders per customer
- Total Revenue
- Average Order Value
- Total Freight
- Date range of orders
When You're Ready
You can always return for:
- Step 4: Bursting by Customer (split the report into individual customer files)
- Step 5: Email Distribution (send each customer their own summary)
Or explore other ReportBurster capabilities — report bursting, automated distribution, or building a self-service portal.
You've built a solid foundation with ReportBurster's core features. Take your time, and reach out when you want to continue.