NEW CLIENTS REPORT

[AlexT]

Hi,

I'm trying to figure out if there is any way to know how many new clients have been added to MYOB since the beginning of the year. I couldn't find any report out of the box, but is there any workaround to export data and sort by creation date? I couldn't find that either...

Anyone has any ideas

[Genreve_S]

Hi @AlexT, 

Thanks for reaching. 

Currently, the system does not record the date logs of any changes made or any new customer card made in the file. The system only records these change and add logs for transactions and not for cards. Rest assured we'll raise this with our development team. 

If you have any other concerns or questions feel free to let us know.

Cheers, 

Genreve

[gavin12345]

Hi @AlexT 

As you add a new card, this card is allocated the next Record ID.  So export your Cards, then sort by Record ID. This will show the order the cards were created, but not the date. You would need to look up Sales or Purchase history to help pinpoint 1st Record ID created this year.

Regards

Gavin

[AlexT]

Hi Gavin,

Thanks for your reply. Unfortunately, they way MYOB is set up doesn't assign the record iD automatically.

Thanks

[gavin12345]

Hi @AlexT 

Yes it does - this is a critical design feature of the software. Just don't confuse Card ID with Record ID.

Regards

Gavin

[Jennifer_Kelly]

Hi @AlexT 

If it helps, some of the MYOB Addon Solutions  may be able to help you to find out this and other valuable Cusotmer hsitory and trends.

As an example our Business Intelligence solution BI4Cloud will easly let you run a Customer Card report that allows you to filter by:

• First and Last Transaction date,
• Number of days since a customer last purchased etc.

So simply set a Filter on their Fist Transaction data for This Year and it will show the list of new Customers  and also the Total Sales to each Customer, see:

• Customer Card List - Who needs CRM?

You are welcome to do the 14 day Free Trial and run this report and export to excel. No obligation to subscribe.

I hope that helps.