AmandaRobertsC
4 years agoExperienced Cover User
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 ...
- 4 years ago
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.