Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals

Listing customers who bought from us in last 6 years

Sage 50 general help forum - Free help and support for all general issues
Post Reply
pendle
User
User
Posts: 2
Joined: 10 Oct 2012, 14:04
Sage Version: v12 UK/Europe/Africa

Listing customers who bought from us in last 6 years

Post by pendle » 10 Oct 2012, 14:35

My boss wants a report of all customers that brought of us over the last 6 years is this possible to put a date range in somewhere?

User avatar
brucedenney
Site Admin
Site Admin
Posts: 4664
Joined: 28 Feb 2006, 09:56
Sage Version: v30 UK/Europe/Africa

Re: Listing customers who bought from us in last 6 years

Post by brucedenney » 10 Oct 2012, 15:01

the quick and easy way to do this is to do a search in the customer ledger.

Where Last Invoice Date is Greater than 10/10/2006

This will limit your view to only customers who have been invoices since then.

You could then :-
run a report on those customers.
send them as a list to excel
print the list using the "print list" button.
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.

Post Reply

Who is online

Users browsing this forum: Amazon [Bot], Google [Bot] and 6 guests