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AmandaRobertsC's avatar
AmandaRobertsC
Experienced Cover User
3 years ago
Solved

Analyse Sales Customer Multi Period - With Card Id

anyone know how to run the Analyse Sales Customer Multi Period with the Card ID showing on the report?

I want to generate sales $ by customer by month, but with the cutomer ID so I can do a VLOOKUP to combine yearly history.

  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi AmandaRobertsC 

     

    The Analyse Sales [Customer Multi-Period] report will only list the customer's name within that report. The Card ID is not a field that can be added to that report.

     

    The only way that I could foresee you getting that information would be to send that report to Excel and then using an export of the Card information or a copy of the Card Lists window with that Card ID. Once in Excel you would use a copy and paste or lookup method to pull that information onto that report copy.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    3 years ago

    Hi AmandaRobertsC 

     

    The Analyse Sales [Customer Multi-Period] report will only list the customer's name within that report. The Card ID is not a field that can be added to that report.

     

    The only way that I could foresee you getting that information would be to send that report to Excel and then using an export of the Card information or a copy of the Card Lists window with that Card ID. Once in Excel you would use a copy and paste or lookup method to pull that information onto that report copy.

  • Jennifer_Kelly's avatar
    Jennifer_Kelly
    Super Partner
    3 years ago

    HI AmandaRobertsC 

     

    You will find some of the Addon Solutions will let you easily create a monthly Sales report including the Customer name and ID, that can then be exported to excel.

     

    As an example our Business Intelligence solution BI4Cloud allows you to produce a large array of very flexible Sales and Margins reports ( along with Invnetory, P&L, Purchasing and Jobs).

     

    See below a Montlhy Sales by Customer report including the Customer ID running over a 12 months Rolling period

     

    However if your real aim is to create a Multi year sales by customer comparison report then using BI4cloud there is no need to do this export and v lookup you can simply run a Multi-year Customer Sales report, or even run the Monthly Sales report but select a longer date range e.g. the past 2 years or a rolling 12 months etc.

     

    See below a Yearly Sales by Customer report including the Customer ID

     

     

    You can also run the above reports showing Qty, sales and Margins if you sell inventory.

    Our clients often use this type of report that you are after to identify when customers are buying less.

    See this link for more suggestions on how to run reports to help find:

    Which Customers have Stopped buying?

    If you think this will be of help all details and a free trial are available on our website BI4Cloud.com.

     

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