Customer Reporting

Feltonroad
Feltonroad Member Posts: 4 Novice Member Novice Member
in Reckon Accounts (Desktop)

Is there a report you can run that shows a list of customers (a specified Customer Type) with no transactions for a defined period?

This report also needs to show email addresses.

Thanks

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 569 Reckon Staff Reckon Staff
    edited October 2024

    Hi @Feltonroad

    Reckon Accounts has a Customer Contact List Report if you follow the steps as mentioned in the screenshot below -

    image.png

    You can always manage your report by Clicking on Modify Report and select and choose the filter that you want in your report. Check this screenshot, if this is something you are after -

    image.png

    I hope this helps. Please reach out for any concerns. Thank you!

    Regards

    Tanvi

    Tanvi.png
  • Feltonroad
    Feltonroad Member Posts: 4 Novice Member Novice Member

    Thanks Tanvi - we use this report a lot but there are no filters to choose from to show the customers with no transactions for a period - eg we want to see which customers with a Customer Type "MAIL ORDER" have not made a purchase from 1 May to 1 Oct.

  • Reeta
    Reeta Reckon Staff Posts: 384 Reckon Staff Reckon Staff

    Hi @Feltonroad ,

    You can filter the report by customer type. Just click on "Modify Report," go to the Filters section, and select the customer type filter to display the report accordingly. Please refer to the image below:

    image.png

    Unfortunately, Reckon Accounts lacks a built-in feature to directly filter out customers with no transactions in a single report. However, you can export the reports to excel and compare them based on your requirement.

    Hope this helps.

    Kind regards,

    Reeta

    Reeta.png
  • Feltonroad
    Feltonroad Member Posts: 4 Novice Member Novice Member

    Thanks Reeta - we use this feature already, but we would like a specific report - even if we could see ALL customers in that "type" and see if they have made a purchase or not. Then we can filter out those who have in excel.

  • Reeta
    Reeta Reckon Staff Posts: 384 Reckon Staff Reckon Staff

    Hi @Feltonroad ,

    Thank you for the update.

    As I mentioned earlier, I believe there is not a direct filter for zero transactions customers but while I was going through the reports and filtering them, I found the " Income by customer Summary" report under Company and Financials.

    This report shows your company's net sales income from each customer and job and also zero value if you select the month option. To see a list of the transactions that make up an amount, double-click the amount. I've highlighted the selected options in the image below.

    I hope this helps!!

    image.png

    If you have any further questions, please let us know.

    Kind regards,

    Reeta

    Reeta.png

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