I am trying to create a report which shows Sales made during a specified time frame, & I need details of the sale: date, item & amount, but I also need the customer's details: name, company name, address, phone & email.I need all of this in the one report, is it do-able?

Hi deb6, Thank you for your post. I'd like to extend you a warm welcome to the Community forum. I hope you find it a great source of information. While the sales reports and customer details reports are in different categories, I understand your need for a comprehensive overview. If you're looking to run a report that includes both sales details and customer information, this is not currently available. However, you can try to run the sales customer detail report that captures details like date, item, and amount for a specified date range, and you can try to use the "Insert/Modify" tab and add the necessary fields for customer details such as company name, billing/shipping address, phone number, etc. Customize the report columns to display the added customer details alongside the sales information. For further information about sales reports, kindly refer to this Help article: Sales Reports. Feel free to reach out if you need further assistance or have additional questions. Cheers, Princess

Forum Discussion

deb6

Contributing User

2 years ago

Solved

Custom reports

I am trying to create a report which shows Sales made during a specified time frame, & I need details of the sale: date, item & amount, but I also need the customer's details: name, company name, address, phone & email.

I need all of this in the one report, is it do-able?

Princess_R
2 years ago
Hi deb6,

Thank you for your post. I'd like to extend you a warm welcome to the Community forum. I hope you find it a great source of information.

While the sales reports and customer details reports are in different categories, I understand your need for a comprehensive overview. If you're looking to run a report that includes both sales details and customer information, this is not currently available. However, you can try to run the sales customer detail report that captures details like date, item, and amount for a specified date range, and you can try to use the "Insert/Modify" tab and add the necessary fields for customer details such as company name, billing/shipping address, phone number, etc. Customize the report columns to display the added customer details alongside the sales information.

For further information about sales reports, kindly refer to this Help article: Sales Reports.

Feel free to reach out if you need further assistance or have additional questions.

Cheers,

Princess

14 Replies

Princess_R
MYOB Moderator
2 years ago
Hi deb6,

You're welcome! If you have any more questions or if there's anything else I can help you with, feel free to ask.

Cheers,

Princess
deb6
Contributing User
2 years ago
ah! that makes sense. thankyou for that explanation & information. I am delving into Reports for hte first time, & still trying to find my way around.
I am wanting to create a report that can be saved as a csv file for import into my CRM in Active Campaign. The report would be done weekly & needs to capture the sales made for that week including the Customer's details (name, address, phone, email as well as the sales info: date, item sold etc). Do you know if there is a way to do this within AccountRight or maybe I have to create two reports & combine the data manually into the Excel spreadsheet for importing? Your advice would be appreciated.
deb6
Contributing User
2 years ago
thanks for your assistance.
Earl_HD
MYOB Moderator
2 years ago
Hi deb6,

Thank you for getting in touch, and you're absolutely welcome. If you have any more questions, feel free to reach out again, and we'll be more than happy to help.

Regards,
Earl