Is there a way to create a custom report that details sales by client for any chosen period?
You can do this from the invoice management area. Just pop open the advanced search and set the relevant dates and client name.
In the client detail screen you can also see the monthly totals and click the link to drill down on the detail.
Thanks Glenn. That is useful, but what I’m actually looking to do is produce a report that lists my clients and their sales by a chosen period so that I can review my top client list and trends.
In the client management area you can use the advanced search box to reveal “Total invoiced”. You can then order the column to show the top spending clients.
Unfortunately the data will be based on all invoices and currently there is no report to show top sales for a specific time period.
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