Customer Sales Statistics
This report in the Sales Ledger and the CRM module is a simple list of Customers, showing the turnover and gross profit for each one. Unlike the
Customer Statistics report, however, it sorts the Customers by sales (turnover or gross profit), allowing you easily to ascertain the most or least successful. The statistics are compiled from approved Invoices only.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end dates of the reporting period, separated by a colon. The period should consist of a number of whole months otherwise the report will not be produced.
- Customers
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- Use this field to limit the report to a single Customer, or range of Customers.
- Customer Category
- Paste Special
Customer Categories setting, Sales Ledger
- 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.
- No. of Customers shown
- Enter here the number of Customers to be shown in the report. For example, to list the ten most or least successful Customers, enter "10" here.
- Function
- These options control the sort order of the report.
- Highest Sales
- Choose this option to sort the report so that the most successful Customers in terms of turnover are at the top.
- Lowest Sales
- Choose this option to sort the report so that the least successful Customers in terms of turnover are at the top. This will not include Customers with no sales, unless you use the Include Customers with no sales option (below).
- Highest Gross Profit
- Choose this option to sort the report so that the most successful Customers in terms of gross profit are at the top.
- Include Customers with no sales
- Check this box if you want to include in the report Customers that have not bought from you during the report period.