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AlexT's avatar
AlexT
Contributing User
2 years ago

NEW CLIENTS REPORT

Hi,   I'm trying to figure out if there is any way to know how many new clients have been added to MYOB since the beginning of the year. I couldn't find any report out of the box, but is there any ...
Jennifer_Kelly's avatar
Jennifer_Kelly
Super User
2 years ago

Hi AlexT 

 

If it helps, some of the MYOB Addon Solutions  may be able to help you to find out this and other valuable Cusotmer hsitory and trends.

 

As an example our Business Intelligence solution BI4Cloud will easly let you run a Customer Card report that allows you to filter by:

  • First and Last Transaction date,
  • Number of days since a customer last purchased etc.

So simply set a Filter on their Fist Transaction data for This Year and it will show the list of new Customers  and also the Total Sales to each Customer, see:

You are welcome to do the 14 day Free Trial and run this report and export to excel. No obligation to subscribe.

 

I hope that helps. 

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