Customer Dashboard

Caleb Donald_8336184

We are using Reckon Accounts Enterprise and wanting to know if a really good programmer could pull out information so we could populate instantly Customers Details showing if they buying our core products in the last 3 months. and if they are show it in green if not then it  show up as red . Can this be done? 

Jeffrey Arana_7451558

Hi Caleb. It's Business Intelligence, an application. There are numbers of them or popular ones like Qlikview. They are experts on knowing which is which and who is who. (Disclaimer: I do not necessarily recommend the product. Just citing.)

DebonAir

Not sure about the programmer you require.
However you can run reports on item sales by date and filter it by the core products, then memorise this for later use.

Caleb Donald_8336184

Thanks, can you set a one report for 10 core products for one customer??

DebonAir

Yes you can. Go into filters and also filter by Names. You can filter by many different fields on the one report.
If you have several variations of the one report be sure to memorise them and give them different names.

PhuongDo

Hi Caleb,

If you still look for a programmer who can customize your Reckon, please contact me at phuong@quickbooks.vn

Thanks,

Phuong