Hi Chris,
I've written one, too. It's a BAQ report - basically customer name, total AR invoices for the date range and a ranking, using the Group Sort Expert within Crystal to assign the ranking.
Send me an email offline if you'd like the BAQ and CR.
Laraine
I've written one, too. It's a BAQ report - basically customer name, total AR invoices for the date range and a ranking, using the Group Sort Expert within Crystal to assign the ranking.
Send me an email offline if you'd like the BAQ and CR.
Laraine
--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> Im not too interested in grouping by parent/child but the rest sounds very interesting.
>
> Ive sent you an email offline.
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> ________________________________
> From: Steven Gotschall <sgotschall@...>
> To: vantage@yahoogroups.com
> Sent: Thu, 18 March, 2010 12:38:08
> Subject: Re: [Vantage] Vantage - Top Customer Report
>
> ÂÂ
> I have one (for version 8.03) where you give it a date range and it shows this year's total by customer for the date range, last year's total for the same date range, and last years entire total by customer. It requires a customization I have in place that fills out a UD field so that I can group and subtotal parent/child customers. It exports to excel where you can then sort by the total and get your top 10 or 20 customers.
>
> If you are interested, send me an email off line and I'll send you the files involved.
>
> ____________ _________ _________ __
> From: Chris Thompson <chriselectrix@ ymail.com>
> To: vantage@yahoogroups .com
> Sent: Thu, March 18, 2010 7:36:07 AM
> Subject: [Vantage] Vantage - Top Customer Report
>
> ÂÂ
> Hi
>
> Does anyone have a report or BAQ which will show their top customers?
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> Something to show the Cust ID, Company Name, ZIP Code, Country, Amount Spent
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> Something with date ranges would be nice so it can be analised month by month.
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> If anyone has a report like this, are they willing to share?
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> I deally we need to know who our top 10 or 20 customers are over a given period but if it was just a list of ALL customers in order of amount spent, it would be useful.
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> Thanks.
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