Forum Discussion

DugIn's avatar
DugIn
Experienced User
5 years ago
Solved

Customer Card File Detail and Activity Reports

Is there a Report that I can pull that will give me a listing  by customer of their last 12 month sales, discount rate, last purchase date, and Identifier? This info needs to be out put in a single l...
  • Mike_James's avatar
    Mike_James
    5 years ago

    Hi DugIn , the Import/Export assistant has only ever worked with text files (comma- or tab-delimited). Only the reports have the option to send to Excel.

     

    You can copy the contents of a tab-delimited text file and paste it into an open Excel worksheet for further analysis. The import/export assistant now gives you the option to display the file after the export is finished. 

Jennifer_Kelly's avatar
Jennifer_Kelly
Super User
5 years ago

Hi DugIn 

 

Suggest you look at some of the MYOB add-on Apps to help you with more Advanced reporting over Sales and Margin Data.

 

As an example our Business Intelligence solution BI4cloud may get you closer  to what you are looking for.

Below is a screen shot of a standard Sales & Margin by Customer report:

  • Select any Date Range
  • See Actual Sales, GP and Margin % achieved
  • See Discount % given and Pre Discount Gross $Sales
  • Drill down on a Customer to see the same data listed by Items sold
  • Filter or Sub-total by Custom Lists or Custom Fields ( from either the Customer Card or the Item Card)
  • For more examples see - Sales - Understand your Margins

 

 

Note we do not report over the Identifier fields only the Custom Lists and Custom Fields 

See - Use Custom Lists to Categorise Customers and Items together

 

If you think this may help to save you time go to BI4Cloud.com and please do the 14 day free trial.

DugIn's avatar
DugIn
Experienced User
5 years ago

Thanks Jennifer for your response.

just 2 things I won't be spending any more money on MYOB as this should be a standard report; and I think you missed what I am trying to do. Its not about margins, it is simply about trying update my Customer base, so Volume Discount given per customer, and probably the terms we gave them, so we can review, cull, alter their status. A simple one line report available in most other software. 

So the report would have headings : 

Customer Name

Identifier

Last Date Purchased

YTD Sales Total $

Terms

Volume Discount

 

All these fields are available in the Card File, but even if you try to customise the card list volume discount is unavailable.  This should be a simple report to write if there was a report writer. 

 

Thanks for the response, but no teddy bear. 

 

 

 

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