ACCTivate!, Custom Reporting

New Customers by Month

This Acctivate Report is a rather simple one but can be quite useful. Do you want to send out monthly communications to your new customers?  Do you want to send a list of new customers to your sales staff with order totals so they can reach out and contact these new customers?  Or just report on new monthly sales?

Our Acctivate New Customers by Month Report looks for the date of a customer’s first invoice (not the date they were created but the first Invoice date) and if the date falls within the specified date range the customer is listed.  The original report was designed to show the Territory (or Sales Rep), customer name, phone number and amount of the invoice.  The amount displayed is the Invoice subtotal minus shipping.

The report is grouped by Month and Territory with a total new customer count and total sales amount at each level.

This report could be easily modified to add more contact info or be grouped differently to be more useful to your organization.  Maybe you need a report grouped by Rep then Date with page brakes after each Rep so you can easily distribute the report to supervisors.  Or maybe you want to take it one step further and add sales detail, or better yet add the ability to show or hide detail each time you run the report.

The foundation of this report is a simple one but is one that could be very helpful for your organization.  Please reach out to use if you are interested in this type of report, we’d be more than happy to help you get the data you need out of Acctivate.

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