CRM Software - Custom Report - Customer History |
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In Amphis Customer there are many Built-in Reports and you can also create Custom Reports to suit your business requirements. This is an example Custom Report you can use to display the customer history for all customers.
You can create a custom report using the Custom Report Builder (from the Reports->Custom Report Builder menu)
For more information on how to create a custom report, see Create Custom Reports
Here is the SQL command you need to enter when creating this custom report. (Don't worry if you have no idea what this means - you just need to copy and paste this into the Report Builder).
SELECT displayid as Customerid, companyname as Company, Firstname, Lastname,addresspostzipcode as [Postal Zip Code], h.What,h.descr as Description, h.displaydate as [Date], h.Total, h.Filename FROM customer c, history h where c.customerid = h.customerid order by c.customerid, h.displaydate desc
And here is an example output from the report showing the customer history.
(Amphis Customer supports any currency, the example is in $ but it will work the same for £, € etc)
You can click View Customer to display a customer record, or export the results to a spreadsheet. You can click View Document to view quotes, invoices etc.
You can run the custom report from the My Custom Reports menu which then also allows you to resize the report output screen to full size.
(You can also get some free help to create a CRM Custom Report in Amphis Customer, by clicking here)
Disclaimer: we develop custom reports at no charge, often at the request of clients. We cannot guarantee that these custom reports will produce exactly the results you want to achieve, but we try to develop custom reports that could be useful for the majority of our clients.
Home Page Site map CRM Software FAQ Import Customers from Spreadsheet Contact Database Share Customer Data between PCs Download FREE CRM Software 30 Day Trial
