|
Reports Menu > Sales Analysis > Customer Sales Reports > New & Reactivated Accounts Report |
The New & Reactivated Accounts Report allows users to generate a report displaying a list of new and reactivated customer accounts using a selection of parameters.
New & Reactivated Accounts Screen
Parameter Name |
Description |
Starting Date Ending Date |
The starting and ending dates for the new and reactivated accounts you wish to see on the report. |
Starting Customer Ending Customer Selected Customers Starting Invoice Rep Code Ending Invoice Rep Code Selected Invoice Rep Codes Starting Market Code Ending Market Code Selected Market Codes Selected Classes Selected Customer Groups |
Parameters to restrict the customers you wish to see on the report. |
Account dormant after (mths) |
The number of months without sales to deem the account as dormant after which point if a sale occurs, the customer will be considered reactivated. |
Print Month-by-Month Figures |
Yes - Sales and Margin values will be displayed for each month for each customer using the selected parameters. |
Sort By |
Customer Code - The report will sort and display by customer code. Alpha Code - The report will sort and display by alpha code. Rep Code (Customer) - The report will sort and display by customer rep code. Market Code - The report will sort and display by market code. Referral Source - The report will sort and display by referral source. Customer Group - The report will sort and display by customer group. |
New Page per Section |
Yes - When printed the report will print on separate pages when sorted by any of the Sort By parameters |
When the required parameters have been entered, the New & Reactivated Accounts Report will be generated.
Example of New & Reactivated Accounts Report
