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BopPack's avatar
BopPack
18 days ago

Reporting help sought

How can I produce a view of customer purchases that shows:

 

  • Customer name
  • Products ordered within a time frame
  • Quantity of products per order
  • Amount paid per product

Sales Order Summary, Sales Order Details by Customer, Customer Last Sales Date all have some of this, but I can't find any report that contains each bullet point. 

 

TIA for advice. 

1 Reply

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    18 days ago

    Hi BopPack, 

     

    There's no single report in the software that can generate all four data points you need at once. You might need to manually combine data from multiple reports using Excel to get everything you need.

     

    Regards,
    Genreve

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How can I produce a view of customer purchases that shows:

 

Sales Order Summary, Sales Order Details by Customer, Customer Last Sales Date all have some of this, but I can't find any report that contains each bullet point. 

 

TIA for advice. 

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How can I produce a view of customer purchases that shows:

 

Sales Order Summary, Sales Order Details by Customer, Customer Last Sales Date all have some of this, but I can't find any report that contains each bullet point. 

 

TIA for advice. 

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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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Hi BopPack, 

\n

 

\n

There's no single report in the software that can generate all four data points you need at once. You might need to manually combine data from multiple reports using Excel to get everything you need.

\n

 

\n

Regards,
Genreve

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