Customer Statistics
This report 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.
- Customer
- Paste Special
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.
- Classification
- Paste Special
Customer 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.
- 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 Customer screen), 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 this box is checked, only the totals are shown. In the body of the report, telephone and fax numbers are shown in place of the individual Customer statistics.
