Custom report how to report on the number of daily customer

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Debbie Kealy
Debbie Kealy Member Posts: 2 ✭
edited September 2018 in Reckon Accounts (Desktop)
Using Reckon accounts plus 2015. Would like to create a report showing the number of daily customers (transactions) over nominated date ranges. We use Point of Sale which provides a graph of this information for that day. Hoping this info feeds back into Reckon after end of day is processed.

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  • Chris McGregor
    Chris McGregor Member Posts: 140 ✭
    edited May 2016
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    Hi Debbie, This isn't a standard report or Reckon accounts however.. With your reckon account Ma licence comes a "free" read only licence to something called the QODBC. This is a way to make your reckon accounts database accessible to external programs such as crystal reports and even Microsoft excel. I would use excel as its a program most people already have, What you would then do is lookup the transaction header tables and group by date or customer or both then create a graph. It's all up to how good you are with excel Regards, Chris
  • Chris McGregor
    Chris McGregor Member Posts: 140 ✭
    edited May 2016
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    Ps: to install QODBC In reckon accounts desktop "File" "Utilities " "Set up QODBC " Once installed check out QODBC.com for hints and tips.
  • Chris McGregor
    Chris McGregor Member Posts: 140 ✭
    edited May 2016
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    PPS: of that all sounds too difficult then a reckons professional partner may be able to help for an agreed fee.
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,075 ✭✭✭
    edited September 2018
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    Love to help Debbie,  Chis, but as you know  our work with  QODBC , we have other options .

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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