Forum Discussion

SharnaDuke's avatar
26 days ago

Customer Sales Report by State

Hi There, 

 

I would like to generate a customer sales report that details the products we have provided to them over the last 24 months. My issue is that I only want the report to include customers from a specific state (VIC). I am having difficulties locating any advanced filters that would enable me to refine the report to 'search by state'. Can you please confirm if this can be achieved and, if so, outline the correct steps, as Google has not been particularly helpful?

1 Reply

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    26 days ago

    Hi SharnaDuke,

     

    We've all been there! Sometimes Google doesn’t quite deliver the answers you’re searching for. As for your question, there’s no way to filter or tweak the report settings to get exactly what you need. The sales reports do give you a deep dive into customer sales info, but filtering specifically by state isn’t something it can do. I know it’s not what you wanted to hear, but the reporting tool is limited when it comes to filters and columns. You can check out customising reports for more details.

     

    Cheers,

    Princess