By Customer Reports
- Joss Herrmann
- Deborah Pender (Unlicensed)
- Emma Pearce (Unlicensed)
- Paolo Lencioni
Possible row types:
- Invoice: Collects data from the invoice table
- Invoice Line: Collects data from the invoice lines table
- Formula: Use existing report variables or row results to calculate a value
- /wiki/spaces/SVA/pages/10420360: Use a predefined SQL query (see Settings > SQL Query). These SQL queries can only be defined/edited by admins (for security reasons)
- Alias Normalisation Factor: (currently not in use)
A By Customer Report only shows the ID number of the client in your system. In the next update, customer information such as name and address will also be shown in these reports.
Start the report by going to Settings >> reports >> create report on LHS.
Display Name: e.g. By Customer Report
Type: By Customer Report
Click on Create.
Add row >> call the display name: Invoiced. With the ID number of the client being in the left column, the right column will show how many times that client has been invoiced.
>> Make the type: Invoice
>> Aggregate: Count (as you are counting the amount of customers)
>> Column: Customer will create a report with all customers. Distinct customer will create a report that shows e.g. how many customers have visited at least once in the date period you chose.
>> Date Filter: e.g. 12 month period: period_roll0to12
Click on Create.
After adding this to your dashboard, you'll notice that you can't see the full table. You can pivot the table to make it more readable.
Do this by clicking on Settings on the top right hand corner of that report, choosing Pivot Table from the Output Type drop down menu and click on Save.
The current version of Profit Diagnostix will result in a report like this:
