Is there a report I can run which shows total sales to date broken down by customer?
We are looking to see which is the biggest customers by value or this a custom report?
You could apply a search to your Clients list and show some extra columns.
Tick the boxes you wish to show columns for and you can get a date range to sum the figures for that period.
You can then sort by a relevant column (Total Net or Total Gross).
Well done - exactly what we wanted.
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