Customer Ranking Report
Use Customer Ranking Report (7.17.15) to produce a report ranking customers by year-to-date sales. Select customers to include by range of number, customer type, region, year-to-date sales, and salesperson.
The report can be sorted by sales amount, customer, or margin. Enter:
• Sales (the default sort order) to sort the report by sales amounts from highest to lowest.
• Customer to sort by customer code.
• Enter Margin to sort by gross margin percentage from highest to lowest.
The report displays customer year-to-date sales amounts, gross margin amount, and margin percentage. Customer information also displays, including type, and credit limit, the open accounts receivable balance, the primary salesperson code, and the customer region.