Is there away you can pull up a report of customers that haven't ordered for 2 months on Reckon Acc

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Caleb Donald_8336184
Caleb Donald_8336184 Member Posts: 25

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  • DebonAir
    DebonAir Member Posts: 392
    edited May 2017
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    Not quite easily, however, you could do an ageing summary report, adding detail to the report, eg, make the ageing show 60 days per ageing period and 240 days at the total (Age through how many days?). This will at least show you a zero on each customer in the  which you could show at a glance who has not purchased in 61-120 days.

  • DebonAir
    DebonAir Member Posts: 392
    edited May 2017
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    sorry, I should have said a customer balance report. Select the correct dates 2-4 months ago and you will see all customers with zero purchases.

  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited July 2016
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    Do a sales by customer last qtr columns by month you then export to excel and use the sort facility and remove those with purchases in the last 2 months NB use accrual reporting
  • Caleb Donald_8336184
    Caleb Donald_8336184 Member Posts: 25
    edited July 2016
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    Thank you Jacqui thats perfect