Excellent! The SQL is working. Now let's create the PDF output template.
In Reporting → Sales by Customer Summary, look for:
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<title>Sales Summary - ${CompanyName}</title>
<style>
body {
font-family: Arial, sans-serif;
margin: 40px;
color: #333;
}
.header {
border-bottom: 3px solid #2c3e50;
padding-bottom: 10px;
margin-bottom: 20px;
}
.company-name {
font-size: 28px;
font-weight: bold;
color: #2c3e50;
}
.section-title {
font-size: 18px;
font-weight: bold;
color: #2c3e50;
border-left: 4px solid #3498db;
padding-left: 10px;
}
.metrics-grid {
display: grid;
grid-template-columns: repeat(2, 1fr);
gap: 15px;
}
.metric-box {
background: #f8f9fa;
padding: 15px;
border-left: 4px solid #3498db;
}
.metric-label {
font-size: 12px;
color: #666;
text-transform: uppercase;
}
.metric-value {
font-size: 24px;
font-weight: bold;
color: #2c3e50;
}
</style>
</head>
<body>
<div class="header">
<div class="company-name">${CompanyName}</div>
<div>Attn: ${ContactName}</div>
<div>${City}, ${Country}</div>
</div>
<div class="section-title">Sales Performance Summary</div>
<div class="metrics-grid">
<div class="metric-box">
<div class="metric-label">Total Revenue</div>
<div class="metric-value">${TotalRevenue?string["#,##0.00"]}</div>
</div>
<div class="metric-box">
<div class="metric-label">Total Orders</div>
<div class="metric-value">${TotalOrders}</div>
</div>
<div class="metric-box">
<div class="metric-label">Average Order Value</div>
<div class="metric-value">${AvgOrderValue?string["#,##0.00"]}</div>
</div>
<div class="metric-box">
<div class="metric-label">Total Freight</div>
<div class="metric-value">${TotalFreight?string["#,##0.00"]}</div>
</div>
</div>
<div class="section-title">Customer Relationship Period</div>
<div>
<strong>First Order:</strong> ${FirstOrderDate?string["MMM dd, yyyy"]}<br>
<strong>Most Recent Order:</strong> ${LastOrderDate?string["MMM dd, yyyy"]}
</div>
<div class="footer">
Generated by Northwind Trading Co. | Sales by Customer Summary Report<br>
Report Date: ${now?string["MMM dd, yyyy HH:mm"]}
</div>
</body>
</html>