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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 :-)

Shella_A's avatar
Shella_A
MYOB Moderator
7 months ago

Hi RichD,

 

You can actually add those fields in your report, just hit the Show/Hide option when you’re customising the sales report. You'll find things like Customer type, Custom List, Identifier, and all the rest there, so you can filter or group by what you need. Here’s a handy link about customising report that will guide you through the process. Makes sorting out your cross-business sales a bit less of a headache!

 

 

Cheers,
Shella

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