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Jun 15, 2023

Top 10 Customers by Store

 

The Top 10 Customers by Store Report prints a pie chart of the top 10 customers by income followed by the customer details.  When you select Top 10 Customers by Store Report, the following screen will be displayed:

 

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Customers to Report – this option allows you to select only certain customers based on their restriction such as Allow Over 30 Days, Allow Over 60 Days, Allow Over 90 Days, Undesirable, Pay on Return, No Deposits, Account Closed, or Account Not Closed.

Payment Type to Report – this option allows you to select only certain customers based on their payment type: Account customers, or Cash customers, or both.

Group By – this option is not valid for this report.

Sort – this option is not valid for this report.

Yearly Income – this option allows you to report customers that fall within an income level.  Once you check mark Yearly Income, you will be able to select Greater than, Equal to, or Less than and then enter the appropriate income level in the box.

Lifetime Income – this option allows you to report customers that fall within an income level.  Once you check mark Yearly Income, you will be able to select Greater than, Equal to, or Less than and then enter the appropriate income level in the box.

Active Date – this option allows you to select customers that have been active within a certain date range.  If you want to select all customers that have been active since January 1, 2006, then enter 1/1/06 in the after box and leave the before box blank.  If you want to select all customers that haven’t been active since December 31, 2005, then enter 12/31/05 in the before box.  If you want to select all customers that have been active from January 1, 2006 to June 30, 2006, then enter 1/1/06 in the after box and 6/30/06 in the before box.

Printer Select – this button defines the output printer for the report.

Cancel – this button will cancel your selections and return you to the Program Menu.

Generate – this button will generate the report and display it on the screen.  To print the report, click on the printer icon at the top of the screen after the report is displayed.

The report will look like the following sample report:

 

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Bottom Half of Report

 

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