ISTech Support Forum - Sales by Customer Report

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Sales by Customer Report (Read 642 times)

cindellis

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Posts: 28
Gender: female

Sales by Customer Report
03/29/07 at 11:21:21

Where can I find a report that prints the sales for all my customers without all the detail of listing all the invoices? All I want is the customer code, name and the total sales for the period. Every report I have tried gives me a listing of the invoices. I have to spend a lot of time cutting all of that out to get the report down to what the owners want to see on the top sales report. Am I just not seeing the report somewhere?/ Shocked

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cathyh Active Member I used to be indecisive; now I'm not so sure...... Posts: 1210 Gender:	Re: Sales by Customer Report Reply #1 - 03/29/07 at 11:31:09 I think SA-O Top Customer Report might give you what you want- there are fields that might limit the report too much for you. I don't know because mine is not working (update I haven't installed yet may have fixed it).
Back to top	Cathy Hamilton Wing Inflatables, Inc. EVO-ERP2008.1(20 users) w/IS Tech update 5/25/09 (as of 08/21/09) Windows 2008 Server/client Pervasive V10.1 IP Logged

cindellis Browser Posts: 28 Gender:	Re: Sales by Customer Report Reply #2 - 03/29/07 at 11:40:20 We don't have SA-O, so evidently our old IT person didn't update our system. I guess we need to look itno doing that if that's the only way to get the reports.
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RAGINE Full Member I love YaBB 1G - SP1! Posts: 150 Gender:	Re: Sales by Customer Report Reply #3 - 03/29/07 at 11:46:57 I don't have SA-O either. I use SA-M & choose the TOPSALE.RTM for the report format. I don't believe it will give you customer code though, just customer name.
Back to top	Ragine Hendrickson Manufacturing Systems Inc/TRU-CATCH TRAPS ISTECH 2004.1 10/31/06 UPDATE IP Logged

Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Sales by Customer Report Reply #4 - 03/29/07 at 12:39:39 SA-O is only available in Evo, not Classic. Also in Evo, you could edit the SA-M RTM to include customer name rather than code.
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cindellis Browser Posts: 28 Gender:	Re: Sales by Customer Report Reply #5 - 03/30/07 at 06:47:47 I tried the SA-M and it looks like it will give me what I need. Thanks.
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markoptics Member Posts: 51	Re: Sales by Customer Report Reply #6 - 04/05/07 at 11:09:06 I've tried the SA-M and I still can't get the individual customer's sales totals.
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LeAnn Cucchiara

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Posts: 92
Gender: female

Re: Sales by Customer Report
Reply #7 - 04/06/07 at 06:47:37

Quote:

think SA-O Top Customer Report might give you what you want- there are fields that might limit the report too much for you. I don't know because mine is not working (update I haven't installed yet may have fixed it).

Mine is not working either & I have installed every update there is to be had ........ as far as I know.

When I go through the selections in SA-O - it defaults to JMCRTOPN.RTM report - nothing happens. It goes back to a blank window. If I change the rtm to either TOPSALE.RTM or TOPSALE1.RTM - it acts like its thinking but nothing prints but the header of "SALES ANALYSIS SUMMARY REPORT".

I guess it still does not work undecided

LeAnn Cucchiara
Plastronic Enclosures, Inc.
www.pei2000.com
Evo-ERP Version 2008.1
IS Tech Update 12/21/08 Build 12/22/08
Evolved from DBA Classic 2004.1

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LeAnn Cucchiara Member Posts: 92 Gender:	Re: Sales by Customer Report Reply #8 - 04/06/07 at 07:53:04 Quote: I guess it still does not work Sorry, I just saw that this was being addressed in a different thread. Looking forward to the fix...............
Back to top	LeAnn Cucchiara Plastronic Enclosures, Inc. www.pei2000.com Evo-ERP Version 2008.1 IS Tech Update 12/21/08 Build 12/22/08 Evolved from DBA Classic 2004.1 IP Logged

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ISTech Support Forum › Evo-ERP and DBA Classic › Sales

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