Customer Report - Date of last purchase

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LeeSWPS
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Customer Report - Date of last purchase

Hi - I am trying to generate a report to show all customers and the date of their last purchase/transaction. I can do this on the card file screen - by customising the view and adding in the 'last sale/purchase' column but it won't show up on the 'print preview'. I have tried doing it through the Reports facility and the export facility but can't get the information (date of last sale/purchase) that I want. I am trying to update my customer list - so am trying to find who's active or inactive. Thank you.

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Super Partner Jennifer_Kelly
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Re: Customer Report - Date of last purchase

Hi @LeeSWPS 

 

If you can see the fields you want by Customising the Card File screen you are then you should be able to right click and Copy List to Clipboard then save that to excel. This often is more flexible than running some of the more traditional reports.

Jennifer Kelly CA
BI4Cloud- powered by Interactive Reporting
02 8011 1511
www.BI4Cloud.com
LeeSWPS
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Re: Customer Report - Date of last purchase

Thank you very much! It worked great - never knew I could do that - thank you!

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