Report unit sold by Custom List (either Customer List, Identifier or Price Level)

Question

Hi,

We've got sales for 2x businesses in the same MYOB file (bad idea I know).  I'm trying to generate 3x sales revenue reports for business A (FY23, FY24 & FY25).  This isn't a problem as there's a report for that.

The problem is, business B sells some of the same products & I need to add the value of that to Business A's revenue.  To do this I need to calculate how many products business B has sold for the 3 financial years.

I found two reports that could work but require a lot of manual data work to get the end result:

Sales Reports > Customer > Sales [Customer Detail].  Lists sales by customer name, not customer type.  ie I get a list of every customer name rather than simply

Does anyone have any bright ideas how to generate a report that shows qty of product sold by customer type, ie Customer List, Identifier or Price Level.

Report unit sold by custom Customer List, Identifier or Price Level

need to run a report

RichD · Accepted Answer

Hi Shella,

Apologies, my original post/question is a mess & doesn't make much sense.  I did finish writing something much more cohesive, but it seems my browser timed out & I accidentally posted an incomplete draft, sorry.

Anyway, I'm familiar with Show/Hide filters etc but I was wanting a report that shows Quantity of Product Sold by Customer Type (ie Customer List, Identifier or Price Level).  I don't think there is a report that does that.  However, I used Sales Reports > Customer > Sales [Customer Detail] & although it doesn't filter by customer type as such, it can filter by Item Type... So I created a custom Item List, called 'Brand', and then added an item label to every product sold by Business A.  That way I was able to run a report on Qty of Units sold to each customer & then remove every product that didn't belong to Business A.  All sorted :-)