Card analysis filters

[JennyPTA]

Is there a filter for me to see what sales have gone to which state in the last financial year?

[Celia_B · Accepted solution]

Hi @JennyPTA 

Thanks for your post. 

There isn't a sales by state report specifically, however, you may use a custom list or field. You can filter by these fields for the majority of the reports.

Do note that someone would need to select or enter the information into one of the custom lists or fields for the existing customer. 

If you need further assistance with this. Feel free to post again and I am happy to assist. 

or If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information.

Best Regards, 

Cel

[JennyPTA]

Thank you Cel. I thought this may have been the case but was hoping for something much easier than me going back in to 2,300 customer cards to put in an identifier for each state when the state is already noted on the address for the client.

[Leneth_A]

Hi @JennyPTA

Thanks for your post and Welcome here in the Community Forum. I hope you find it a wealth of knowledge.

If you would like a change to be brought to this preference, I would encourage you to please take a moment to post on the AccountRight Ideas Exchange board for consideration. Your ideas and feedback are greatly appreciated

Feel free to come back to the Community Forum if you have anymore questions, we are more than happy to assist.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Leneth