Forum Discussion

CBrands's avatar
CBrands
User
3 years ago

Sales reporting

Can you please let me know if I can run a report for Sales by customer / by specified time period / by inventory account
  • Digiwise's avatar
    Digiwise
    3 years ago

    Hi CBrands,

     

    You might be able to use the Account Transactions report to get what you need.  You can add the name column to the report to get the customer's name.  You might need to export the report to Excel and manipulate it there to get what you are looking for.

     

    If you would like a more powerful option that extract practically any report from MYOB straight to Excel with a few clicks, you can me contact me through my contact information. 

    Clancy

     

    Regards,

    Clancy

Digiwise's avatar
Digiwise
Experienced Partner
3 years ago

Hi CBrands,

 

You might be able to use the Account Transactions report to get what you need.  You can add the name column to the report to get the customer's name.  You might need to export the report to Excel and manipulate it there to get what you are looking for.

 

If you would like a more powerful option that extract practically any report from MYOB straight to Excel with a few clicks, you can me contact me through my contact information. 

Clancy

 

Regards,

Clancy