Customer Statistics
This report in the Sales Ledger displays trading statistics for each Customer, including turnover, margin and gross profit.
Leave all the fields blank if the report is to cover all the Customers in the Customer register. If it is necessary to restrict the coverage of the report, use the fields as described below.
Please click here for details about the Classification field added to the specification window by the CRM and Mail Value Pack.
- Customer
- Paste Special
Customers in Customer register
- Range Reporting Alpha
- Use this field to limit the report to a single Customer, or range of Customers.
- Item
- Paste Special
Item register
- To limit the report to a single Item, enter an Item Number here.
- Categories
- Paste Special
Customer Categories setting, Sales Ledger
- Range Reporting Alpha
- To restrict the report to Customers of a single Category, enter a Category Code here.
- Salesman (from Cust.)
- Paste Special
Person register, System module
- To restrict the report to Customers of a single Salesman, enter a Salesman's initials here.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end dates of the reporting period, separated by a colon.
- Min Turnover
- Enter a value to exclude customers with a lower turnover during the period.
- Min. GP
- Enter a value to exclude customers with lower gross profit.
