Supplemental Information
Customer Totals Report - Supplemental Information
| Report Description | Formats |
| Important Notes / Disclaimers | Fields |
Report Description:
This report provides a list of Customer transaction totals by calendar month and year. Here are some typical GP users describing how they use it:
You know the old adage that 80% of your business comes from 20% of your customers? Well, I need a quick way to find that 20%. I also need to quickly identify trends - what customers are buying compared to last year, are there any that have a lot of returns or write offs? What accounts do we need to concentrate our sales efforts on? The Customer Totals report helps me get to the data I need quickly.
When customers call and ask for special pricing or terms, I need to quickly decide if we can meet their request. With the Customer Totals SmartList I can quickly evaluate the customer's sales numbers and compare them to other customers' performance while I am on the phone.
For these reasons and more we offer the Customer Totals report. It currently comes in 2 formats: SmartList Builder and Crystal Reports.
Back to topFormats:
Order
Form
SmartList Builder:
- Includes 2 SmartLists: Customer Yearly Totals and Customer Monthly Totals
- Available for GP 8.0, GP 9.0 and GP 10.0
- Go To's already set up (you can always add more of your own):
- Transaction Inquiry - Customer
- Customer Payment Summary
- Customer Maintenance
- Requires SmartList Builder.
Crystal Reports:
- Includes one report based on a SQL Server stored procedure
- Available for Crystal XI
- Parameters:
- Customer ID (beginning with)
- Year
- Customer Class (beginning with)
- Requires either Crystal Reports, or a product that will allow you to run a Crystal Report from within GP. If you are interested in one, please check out our GP Reports Viewer.
Important Notes/Disclaimers:
- This report uses the Calendar Year; if you need to see this data for your Fiscal Year instead, please let us know.
- This report relies on summary tables in GP - it is not adding up individual transactions. That means if you have imported data directly into tables or manipulated data in the tables, you may not see correct results. Running Reconcile and Check Links for the Purchasing series should be sufficient to fix most minor issues.
- To install any of our reports you will need to install our GP Reports Installer, which is included at no additional charge with every report we sell. The GP Reports Installer is a small Dexterity application that only needs to be installed on one computer (does not have to be on the server) and will control all our reports and their associated SQL components.
- All of our SQL code is encrypted- that means you will not be able to modify it without our help. You WILL be able to modify the actual report in any way you want - changing the layout, linking to additional tables, adding SmartList Go To's, etc.
- As with any report, there is only so much available data to test with. While we make every attempt to test all reports with various data, your data may have something unique that we did not account for. Please let us know if you are not seeing expected results.
Fields:
- Customer ID
- Customer Name
- Parent Customer ID*
- Customer Class ID*
- Salesperson ID*
- Salesperson ID*
- Sales Territory*
- Payment Terms ID*
- User Defined 1*
- User Defined 2*
- Address 1*
- Address 2*
- Address 3*
- City*
- State*
- Zip Code*
- Country*
- Inactive*
- Year
- Month ^
- Month Number*^
- Sales
- Cash Received
- Costs
- Writeoffs
- Discounts
- Returns
- Finance Charges
- Waived Finance Charges
- Number of Invoices
- Avg Days to Pay - Life*
* - fields are available, but not displayed by default on the reports.
^ - not on the Yearly report
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