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RichD's avatar
RichD
Experienced Cover User
7 months ago
Solved

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

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'...
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  • RichD's avatar
    RichD
    6 months ago

    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 :-)

RichD's avatar
RichD
Experienced Cover User
6 months ago

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 :-)

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