Forum Discussion

CreativeLance's avatar
CreativeLance
Contributing User
2 years ago

Reports

I cannot for the life of me find a Report that allows me to show (by date range)

CUSTOMER NAME
CUSTOMER CONTACT PHONE
CUSTOMER CONTACT EMAIL
PURCHASE (SALES) HISTORY WITH TRANSACTION DETAILS

i can do the first three but not with the last, or i can do the last but not with the first three -

We would like to call past customers using contact info from the Report, ask how they went with the products that the Report shows us they purchased, (qty, item number) knowing from the report how much they have spent within the date range of the report

Wish list would be to exclude customers who havent bought anything in the date range

Any help would be greatly appreciated. If this isnt available natively, is there a plug in subscription for something that does?

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi CreativeLance

     

    Thank you for sharing your specific needs in the forum.

     

    I understand that you're looking for a report that includes all four values you've mentioned. Unfortunately, our current application does not have an option for such a report. I think it would be beneficial to keep this thread open, for users may have a way around this limitation.

     

    I also strongly suggest posting this as a suggestion on the Ideas Exchange board. This will give it more visibility and our development team can consider it for future updates.

     

    In the meantime, if you need assistance with anything else, please don't hesitate to start a new thread.


    Thanks,
    Genreve