Sales Reports - total sales by customer over time period

Support
1

Hi,

I would like to analyse total sales per customer over a set time period, or average sales value per customer over a set time period. I saw there was a post similar to this back in 2013 where there was no solution at that point, so I just wondered if anything had changed in the interim and maybe the custom reports (which I don’t pretend to understand how to use) could maybe do something?

Currently it looks as though I’d have to work it all out manually. If I export the nominal codes I could theoretically sort the columns to group the customers together…except that the description column all starts with the word ‘client’ so that’s not a quick win either.

Any suggestions?

2

Hello @BBK

From the Client list (Sales >> View clients), you can do an Advanced Search and include columns for total invoices, total received and prepayments.

This doesn’t give you a pretty graph, but it will give you the data I believe you’re looking for.

3

Aha, that is very useful, thanks.

Is there a way of exporting multiple pages in one go or do I have to manually cut and paste all the pages back together?

4

You would need to export them 50 at a time I’m afraid

5

Okey dokey :+1: Being able to export more than 50 (in all reports) would be such a time saving feature please.

6

There is an existing feature request open for this (along with an explanation on why we don’t currently support it). I’ll try and find it and update my post shortly.

[Edit]
The explanation regarding the limit can be found here

The feature request thread can be found here.

7

This topic was automatically closed after 7 days. New replies are no longer allowed.