SAGE: Turnover

[Well Hello]

Hi all,

How can i do a search on Sage to find the following:

Customers that have spent £10K with me in the last 3 years?/

Cheers

 

[Andrew @ PLA]

from memory you can only search the current year, for historical data you'd need to go into your archive ... there is a Sage expert on here Johndon68 (or something like that) and he should be able to give you a definitive anaswer.

 

[Newbie22]

Click "Customers" Tab...

Reports up the top on the right hand side... its a default report... "Top Customer Reports" for YTD... or "Customer Activity Summary".. and you could choose the time period...

They should meet your requirements, if not if you have sage support they will design you a free report for you..

Let me know how you get on.

 

[johndon68]

fthere is a Sage expert on here Johndon68 (or something like that) and he should be able to give you a definitive anaswer.

Thanks for that :redface:

Sage do offer a free report design service but it only applies to customers who pay for SageCover Extra and gives you 3 free reports per subscription period.

Whilst the reports that Newbie mentions will give top customers, the Turnover YTD report gets it's data from the YTD field on the customer records which clears down to zero when a year end is run so won't be applicable for the last 3 years.

The summary report will give you a sales figure for the customer but:

a) it relies on transactions being on the Audit Trail so, if this has been cleared, won't show 3 years worth of data.
b) it can't be run for a range of customers with sales over a particular value.

John