Customer Statistics
This report in the Sales Ledger and the CRM module displays trading statistics for each Customer in the Contact register, showing turnover, margin and gross profit in your home Currency for the report period.
The Customer Statistics report has the HansaWorld Enterprise Drill-down feature. Click on any Customer Number in the report to open the Contact record for an individual Customer.
Leave all the fields blank if the report is to cover all the Customers in the Contact register. If you need to restrict the coverage of the report, use the fields as described below.
- Customer
- Paste Special
Customers in Contact 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.
- Classification
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list Customers with a certain Classification. If the field is empty, all Customers, with and without Classification, are included. If you enter a number of Classifications separated by commas, only those Customers featuring all the Classifications listed will be shown. 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 all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists all Customers except those with Classifications 1 and 2 (Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Customers without Classification 1 and those with Classification 2 (Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Customers with Classifications 1 and 2, and those with Classifications 3 and 4.
- 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.
- Sales Group (from Cust.)
- Paste Special
Sales Groups setting, System module
- To restrict the report to Customers with a particular Sales Group (shown on the 'Pricing' card of the Contact record), enter that Sales Group 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.
- Object on Customer
- Paste Special
Object, System module
- To restrict the report to Customers with a particular Object, enter the Object's Code here.
- Country on Customer
- Paste Special
Countries setting, System module
- To restrict the report to Customers in a particular Country, enter the Country Code here.
- Sorting
- The report can be sorted by Customer Number or Name.
- Customer Info Only
- Usually, this report shows the turnover, margin and gross profit for each Customer in the list, with totals at the bottom. If you check this box, only the totals will be shown. In the body of the report, telephone and fax numbers will be shown in place of the individual Customer statistics.
