Compare customer sales over two periods?

Is there a way to compare customer sales over two periods? I would like to see how much we sold to a particular customer last year vs. this year, but I can't seem to find a report that covers that.

  • I am not aware of a report which will produce a comparative sales report by customer. I would suggest running the report (twice changing the dates) and then export them to Excel so you can combine the two into a single report with the information you wish. If this is a report you are going to want regularly, daily, weekly or monthly, you may wish to consider a report writer like XLGL. If the data you wish to obtain is in the data set then XLGL can extract it into a single report. If your particular report is not already in XLGL then you could create it or get Logicim to create it for you. Their costs are reasonable and service is excellent.
  • in reply to Alwyn

    I was trying to find this report as well.  Has Sage provided any updated reports to enable this?  It seems like such an important report function for analyzing customer performance.  At my previous company I used this type of report on a regular basis within Quickbooks.