How do I create a report to show me a list of Suppliers or Customers and there total spend over a date range.
I want to know who spends the most with us and who we spend the most with?
This can be achieved using the advanced search feature.
If you go into your Suppliers or Customers list and click on Advanced Search you can then choose to display the Total invoiced (Gross) or Total invoiced (Net) and add the date range. I’ve provided you an example to see how this would turn out for you.
To view these in order of price, you can click the arrows at the top of the column.
If you have any further questions, please don’t hesitate to ask.
I was looking for this in Reports and Sales/Purchase Dash Board,
didn’t think to look in Client/Supplier Management
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