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AmandaRobertsC's avatar
AmandaRobertsC
Experienced Cover User
4 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 ...
  • Steven_M's avatar
    Steven_M
    4 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.

Steven_M's avatar
Steven_M
Former Staff
4 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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