Forum Discussion

DugIn's avatar
DugIn
Experienced User
4 years ago

Customer Card File Detail and Activity Reports

Is there a Report that I can pull that will give me a listing  by customer of their last 12 month sales, discount rate, last purchase date, and Identifier? This info needs to be out put in a single l...
  • Mike_James's avatar
    Mike_James
    4 years ago

    Hi DugIn , the Import/Export assistant has only ever worked with text files (comma- or tab-delimited). Only the reports have the option to send to Excel.

     

    You can copy the contents of a tab-delimited text file and paste it into an open Excel worksheet for further analysis. The import/export assistant now gives you the option to display the file after the export is finished. 

DugIn's avatar
DugIn
Experienced User

Hi Steve_M

I spent 80 minutes on hold yesterday with the MYOB Helpdesk, and a further 60 (est) to get no luck. There is no way I can pull the information in one report from MYOB. They did suggest what you have but it does not give me what I want. I do not need the deatil I simply want Customer Name, Identifier, Last Purchase Date, YTD Sales, Customer Volume Discount. You can't even pull the Discount into a Customised Card List. Why is it that MYOB has field they don't use? This is very frustrating when trying to manage customers. Thanks for the response, but its not what I need. 

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi DugIn 

 

I see you have posted a similar request elsewhere on this Forum: Exporting a Custom List from Card File to Excel I've provided a response to the best report that I would run, which may need to be in conjunction with other reports to get you the desired information.

  • DugIn's avatar
    DugIn
    Experienced User
    4 years ago

    Thank Steve_M I read your message. Sad that for such a simple report it is way too complicated for MYOB to handle. 

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