HELIOS ~ Client Reports

Neon Beach · 11-07-2005, 10:31 AM

Do you know a way to get how much a client has spent just in the past year and not since they've been coming? printed from helios

Neon Beach · 11-07-2005, 10:37 AM

Quote:Ver 11.4 has a new Client Activity Report ... it allows the input of report date range and sorts client in descending order for the number of Top Client you wish to see .... 0 Top Client lists all clients

Also on the Summary Tab you can see YTD info by Department and/or Division ... but of course you need to have Initialized the Client Info (set YTD to zero) at the beginning of the year.

~Andy @ MyATSO.ca

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11-07-2005, 10:31 AM	#1 (permalink)
Neon Beach I'm Banned Join Date: Nov 30 2000 Location: Ontario Age: 45 Posts: 52,065 Rep Power: 0	Do you know a way to get how much a client has spent just in the past year and not since they've been coming? printed from helios

11-07-2005, 10:37 AM	#2 (permalink)
Neon Beach I'm Banned Join Date: Nov 30 2000 Location: Ontario Age: 45 Posts: 52,065 Rep Power: 0	Quote:Ver 11.4 has a new Client Activity Report ... it allows the input of report date range and sorts client in descending order for the number of Top Client you wish to see .... 0 Top Client lists all clients Also on the Summary Tab you can see YTD info by Department and/or Division ... but of course you need to have Initialized the Client Info (set YTD to zero) at the beginning of the year. ~Andy @ MyATSO.ca

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