Customer history export/report
Dear MYOB Brains Trust,
Does anyone know of a way to export or report on these fields on customer cards:
- Highest A/R Balance
- Highest Inv Amount
They don't seem to be available on any reports I can see, or in the export function. We're looking into credit insurance and I need to be able to report annually and monthly on some of this information and I don't really want to manually check every one of our 1000 active customer cards. I can filter by last sale date which shortens the list a fair bit but still leaves over 350 active cards with sales in the past 12 months.
Thanks in anticipation. The data is there, I just need to get it out! :)
If you go to the Aged Receivables reports, you can add extra columns in the Insert/Modify tab.
Just click on the Show/Hide button on the right.