NEW CLIENTS REPORT

Question

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

Jennifer_Kelly · Answer

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.

gavin12345 · Answer

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

AlexT · Answer

Hi Gavin,

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

Thanks