Fastbase Accounting System - Online Manual
Customer Sales - Sorted
Entered Mon, 26 May 2003 16:15 by
Updated Fri, 8 Jul 2005 14:33
Got to Reports -> Sales -> Customer Sales - Sorted.
This report prints all customers sorted by sales value (or gross profit) for a selected period.
Select the cutomers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing.
Select the way you want to group customers. You can group them by branch, salesperson, area, type or all together. The customers will be sorted within each grouping.
Select what you want to sort by, either sales value, gross profit or profit%.
Date Range or MTD/YTD?:
Select "Date Range" to show one set of columns for the selected date range.
Select "MTD/YTD" to show two sets of columns, MTD & YTD.
Sort by MTD or YTD:
If you selected to show MTD/YTD columns then you must also select which figure you want to sort, either MTD or YTD.
Period Start Date:
Period End Date:
Enter the date range to report for. If printing MTD/YTD you will only be able to enter the period end date.
Customer Limit by Group:
You can limit the report to a selected number of customers within each group. For example enter "10" to show the top 10 customers only.
Include Cash Sales?:
You can suppress the cash sale accounts if required. This option may be used to get a better view of account customers and their worth.
Select the output device for the report. See Creating Reports - General Comments for details.