Pulling a customer report

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  • ChristiLee
    Junior Member
    • May 2016
    • 14

    #1

    Pulling a customer report

    Good Day,

    How can I pull a report in Pastel to show which customers spent the most over the last year?

    I can only see per customer, not a comparison between all.

    Many thanks,
  • Neville Bailey
    Diamond Member

    • Nov 2010
    • 2786

    #2
    Enable the Pastel Explorer screen, if you have not done so already.

    Go to the Customers screen and highlight the column heading "Sales", then right-click the heading and select Sort Descending.

    If you want to save the screen as a file, right-click anywhere on the grid and select Export to Excel.
    Neville Bailey - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
    IronTree Online Solutions

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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