Each year we call customers who ordered a certain product.
I have created a report to show all these customers and the details required
Currently when i run this report it will not let me select the individual customers i require.
There is only the option to select a range from and to
(unless i do a single customer per page which i do not want)
Is there a way i can run this report for the customers i select?
Your help is greatly appreciated!! I look forward to any assistance anyone can offer...
Many Many Thanks
Janine
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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
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Can I select individual customers in a report?
- brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Use the Search tool
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Thanks for your advice and my apologies in advance if i have either not been clear in my first enquiry or have not understood your reply.
Click on CUSTOMER
Click on REPORTS
Click on 'The report i require from the list'
CRITERIA Pop-Up box flashes up requiring me to select a customer range
I have used the help facility to learn how i can disable this criteria option but I want to know if it possible to produce the report for specific customer accounts that i can choose
(Like for example when i am sending a 'Letter' or 'Invoice' I can highlight the customers first and the letter is produced for these accounts)
All the ways i have tried produce each customer report on a seperate page, This is not suitable as often there are 50+ customers.
Any additional suggestions? Thank you in advance for looking further into this matter for me.
Janine
Click on CUSTOMER
Click on REPORTS
Click on 'The report i require from the list'
CRITERIA Pop-Up box flashes up requiring me to select a customer range
I have used the help facility to learn how i can disable this criteria option but I want to know if it possible to produce the report for specific customer accounts that i can choose
(Like for example when i am sending a 'Letter' or 'Invoice' I can highlight the customers first and the letter is produced for these accounts)
All the ways i have tried produce each customer report on a seperate page, This is not suitable as often there are 50+ customers.
Any additional suggestions? Thank you in advance for looking further into this matter for me.
Janine
- brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Yes, use a search to filter your view before you run the report, then run the report for all customers and you will get it only for the customers chosen in the search.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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