I have been tasked with exporting a list of our top 200 customers, ranked from largest to smallest based on the total amount invoiced to them 2025, can anyone help me with how to do this?
Thank you
Hello @ECSJonathan
You can apply a search to the Sales > View Clients screen for a date range and include columns for total (net or gross).
Then sort by the net(or gross column)
You would however not be able to export it all in one go as you can not export 200 records in one page so you would have to combine the reports in Excel (or similar)