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Fastbase Accounting System - Online Manual

Customer Sales - Sorted

Document 103287/1

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.

Selected Customers:
Select the cutomers to report on. The default is "All Customers". See Selecting Accounts for Reports & Processing.

Customer Grouping:
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.

Sort Column:
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.

Output Device:
Select the output device for the report. See Creating Reports - General Comments for details.

Run Report.

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