"Big Spender" Year End Report?
"Big Spender" Year End Report?
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?
Re: "Big Spender" Year End Report?
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.
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.
M1 Product Manager