"Big Spender" Year End Report?

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Heidi5
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Joined: Tue Oct 15, 2013 12:53 pm

"Big Spender" Year End Report?

Post by Heidi5 »

The "Customer List By Sales" report is printed in lifetime spent order, I need it in year to date order. Is that possible or is there a different report that gives me that info that I do not see?
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Silky7
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Re: "Big Spender" Year End Report?

Post by Silky7 »

Hi Heidi,

This is best handled with a mail merge export. Simply go to Follow-up Reports, and select the *MM - Data Export option. Select your date range, and generate the file. That will give you a list with names and addresses, was well as the YTD sales. Once in Excel or office alternative software, you can sort by that column to get your top X number of customers for the year.
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