Top Customer Report

Sales Report>File>Marketing>Top Customer

This report supplies a listing of the top 10(or less) customers (based on Invoice Count, Net Sales, or Net Profit) for each store. Only job costed invoices are included. The report can be sorted by Invoice Count, Net Sales and Profit as well as Salesperson or Customer type (Sub Sort). 

Purpose

Rank Customers

Data Source

 

By Store

Y

By Sales Rep

Y

By Product Code

N

Profit

Y

Customer Type

Y

Balance Due

N

Order Status

Delivered

.CSV output

Y

User Defined

N

Paper Size

8.5X11

Balance to

 

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Include a single store, all stores or a combination of stores on this report. When choosing multiple stores the information can be combined or separated by store.  Select by clicking on the store code to highlight (colored bar) or tag it.

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