Top Customer Report for Prior Year

I would like to run a Top Customer Report for the previous Financial Year to do a comparison.  Is there a simple way to do this?

Claire

  • Hi Claire,

    This would be possible to do as a Report Design Request.

    Would you like to drop me an email with your account details so we can discuss this service further?

    My email address is [email protected]

    Thanks,

    Brian

  • HI Did this report get created - as I'm interested in running this report. I remember on an e-newsletter somewhere where you could access popular reports that had been created for other people but now I can't find anything about it.
  • Hi Jo,

    This report isn't in our library as yet, but please click Customers > Reports > Credit Control and run the Sales Ledger Turnover Period and Year to Date report which will allow you to enter a date range.

    Although this doesn't sort by the top turnover, you can export it to Excel and sort by the balance within there.

    Would that work for you?