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
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 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?
*Community Hub is the new name for Sage City