---
title: Customer and vendor history WIGO reports
description: When you create your customers, you can label them as both customers and vendors. If this is the case, there may be some purchase orders included in your report. The vendor history report can be found
---

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December 10, 2025

# Customer and vendor history WIGO reports

### Introduction

The purpose of the history reports is to see all the activity that has happened for a specific company from your customer or vendor list. The reports will allow you to view both summarized and detailed information at a glance for any company. Both reports have similar functionality but are tailored to filter transactions based on customers and vendors. We can therefore use the same report for both company types with different default transaction filters for each of them.

 

#### **Customer history**

The **customer history report** can be found in the list of **all reports** at the left side of the reports module, or under the **sales** card.

![](https://support.paragon-erp.com/hs-fs/hubfs/Customer%20history%20wigo-jpg.jpeg?width=1839&height=873&name=Customer%20history%20wigo-jpg.jpeg)

 

 

Transactions included in customer history can be anything connected to that customer. By default, vendor-side transactions (such as purchase orders, vendor invoices, vendor credits, make payments, work orders, material picks, and receipts) are filtered out. You can still decide to add these back into the report by selecting them in the filter option of [WIGO](https://support.paragon-erp.com/wigo-business-intelligence-reporting?hsLang=en).

 

When you create your customers, you can label them as both customers and vendors. If this is the case, there may be some purchase orders included in your report.

 

  

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-09-47-1366-PM-1-1-3-1.png)

#### **Vendor History**

The **vendor history report** can be found in the list of **all reports** at the left side of the reports module, or under the **purchasing** card.

#### ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-09-44-7084-PM-1-1-3-1.png)

This one is almost exactly the same report with the default filters assigned to vendors instead of customers. This means we have filtered out quotes, orders, invoices, credits, reservations, RMAs, receive payments, shipments, picks, and pack lists. You can still decide to add these back into the report by selecting them in the filter option of [WIGO](https://support.paragon-erp.com/wigo-business-intelligence-reporting?hsLang=en).

#### ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-09-43-6021-PM-1-1-3-1.png)

 

#### **What's next?**

For more information on navigating WIGO reports check out our other handy articles

[WIGO - business intelligence reporting](https://support.paragon-erp.com/wigo-business-intelligence-reporting?hsLang=en)

[How to create and save WIGO report layouts](https://support.paragon-erp.com/how-to-create-and-save-wigo-report-layouts?hsLang=en)

 

 

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