Who has bought/not bought
This report lists the Customers that have bought or not bought a specific Item, or Customers with Contracts containing or not containing a specific Item.
When printed to screen, this report has Hansa's Drill-down feature. Click on any Customer Number to open an individual Customer record.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter a reporting period: Customers that have bought or not bought the specified Item during this period will be listed in the report. If you want the report to ignore this period, check the Exclude Period Selection box below. The period is always ignored if you are reporting on Contracts.
- Category
- Paste Special
Customer Categories setting, Sales Ledger
- Enter a Customer Category here if you would like the report to list the Customers belonging to that Category that have bought or not bought the specified Item.
- Salesman
- Paste Special
Person register, System module
- Enter a Person's initials to list the Customers with a particular Salesman that have bought or not bought the specified Item.
- Classification
- Paste Special
Customer Classifications setting, CRM module
- Enter a Customer Classification here if you would like the report to list the Customers with that Classification that have bought or not bought the specified Item. If you enter a number of Classifications separated by commas, the report will only list those Customers with all the Classifications that you have entered. If you enter a number of Classifications separated by plus signs (+), all Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), all Customers featuring any Classification except the one listed will be shown.
For example:
- 1,2
- Lists Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Customers with Classifications 1 or 2.
- !2
- Lists all Customers except those with Classification 2.
- 1,!2
- Lists Customers with Classification 1 but excludes those with Classification 2 (i.e. Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Customers except those with Classification 1 or 2 or both. Again, note the comma.
- Item
- Paste Special
Item register
- Specify here the Item that is to be the subject of the report: it will list the Customers that have bought or not bought this Item. The report will be empty if you do not specify an Item.
- Register
- Choose which version of the report is to be produced.
- Invoices
- The report will search approved Invoices to produce a list of Customers that have bought or not bought the specified Item.
- Contracts
- The report will search the Contract register to produce a list of Customers that have Contracts containing or not containing the specified Item. Any period specified above will be ignored.
- If you choose the Has Not Bought option (below), Customers with no Contracts at all will not be listed.
- Function
- Choose whether the report is to list Customers that have bought or not bought the specified Item.
- Exclude Period Selection
- If you want the report to ignore the period specified above (i.e. you want to list Customers that have bought or not bought the specified Item at any time), check this box.
Introduction to Reports in the CRM Module
